From electric vehicles, artificial intelligence and geopolitics, opportunities are seized by looking at disruptive changes in the global economy, according to Kingsley Jones of boutique advisory firm Jevons Global. Join CNBC’s Will Koulouris as he asks Jones, the firm’s founder and CIO, about investing opportunities amid major global shifts — such as the competition between the U.S. and China, the energy transition and artificial intelligence. Jones is bullish on the usual Big Tech names, but says they’re “boring.” “This year our attention has turned to under-valued growth stocks that are natural beneficiaries of AI,” he added. To discover more on the themes — and stocks and ETFs — that Jones likes, join CNBC Pro Talks on Thursday, Jan. 25, at 6:30 a.m. BST / 2:30 p.m. SGT / 1:30 a.m. ET. Submit your questions here. Learn more from our previous Pro Talks: Portfolio manager explains why he has the ‘most conviction’ in this China tech stock Fund manager reveals the one energy stock to buy right now Forget Tesla. Portfolio manager names another way – and stock – to play the EV market Related coverage from Pro: These 14 cheap stocks are off to a great start in 2024, and Wall Street sees two jumping more than 30% Tesla versus BYD: Analysts prefer one of them — giving it up to over 70% upside Goldman Sachs says it’s time to buy this unloved global sector — and names some top stocks
From electric vehicles, artificial intelligence and geopolitics, opportunities are seized by looking at disruptive changes in the global economy, according to Kingsley Jones of boutique advisory firm Jevons Global.
Join CNBC’s Will Koulouris as he asks Jones, the firm’s founder and CIO, about investing opportunities amid major global shifts — such as the competition between the U.S. and China, the energy transition and artificial intelligence.
Jones is bullish on the usual Big Tech names, but says they’re “boring.”
“This year our attention has turned to under-valued growth stocks that are natural beneficiaries of AI,” he added.
To discover more on the themes — and stocks and ETFs — that Jones likes, join CNBC Pro Talks on Thursday, Jan. 25, at 6:30 a.m. BST / 2:30 p.m. SGT / 1:30 a.m. ET.
Submit your questions here.
Learn more from our previous Pro Talks:
Related coverage from Pro:
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