PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST. THIS IS FOR EDUCATION AND ENTERTAINMENT PURPOSES ONLY

I had a great time chatting with Jeremy Raper of Raper Capital. I always learn something new from him, and this episode doesn't disappoint.

This week, we chat:

• Cyclicality in AI/semiconductors
• Using AI in Jeremy's investment research process
• Activism in Australia
• Back to writing online

And more!

I know you'll love this episode. Big thanks to Jeremy for joining and taking an hour of his morning to chat stocks and more.

PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST. THIS IS FOR EDUCATION AND ENTERTAINMENT PURPOSES ONLY