Investing in Growth & Change
Alger
Catégories: Économie et Entreprise
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"I think this industrial resurgence is being driven by a real need for investment, whereas with the tech bubble, there was a lot of spare capacity. Today, AI-driven companies need more power on the grid and more manufacturing capability, and that’s what this business spending is about." Alger Director of Market Strategy Brad Neuman discusses the new industrial renaissance and what that may mean for investors.
Épisodes précédents
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143 - AI: Boom or Bubble? Tue, 09 Dec 2025
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142 - The Golden Age of AI Mon, 13 Oct 2025
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141 - Exploiting Market Inefficiencies Outside the U.S. Wed, 30 Jul 2025
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140 - Beyond Borders: Finding Growth Outside the U.S. Tue, 27 May 2025
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139 - A Closer Look: Alger Concentrated Equity Strategy Tue, 08 Apr 2025
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138 - Introducing the Alger Russell Innovation Strategy Thu, 30 Jan 2025
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137 - A 60 Year Focus on Fundamental Research Wed, 15 Jan 2025
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136 - Towards Investing in Niche AI Fri, 19 Jul 2024
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135 - AI Is Here. Now What? Mon, 17 Jun 2024
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134 - Dan Chung: The Analyst Experience Fri, 31 May 2024
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133 - Investing in AI Enablers and Adopters Wed, 08 May 2024
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132 - A Recipe for Investing in Wingstop Thu, 11 Apr 2024
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131 - The Skinny on GLP-1 Investing Thu, 01 Feb 2024
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129 - The Marriage of Growth & Dividends Fri, 29 Sep 2023
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126 - The Right Mix of Mid Caps Thu, 13 Jul 2023
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124 - Tipping Point: The Evolution of Cashless Payments Wed, 07 Jun 2023
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123 - The AI Inflection Point Thu, 27 Apr 2023
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120 - Growth on the Rebound Wed, 08 Mar 2023
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111 - When Growth Makes a Comeback Wed, 09 Feb 2022
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110 - Follow the Science Wed, 08 Dec 2021
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109 - The Metaverse Revolution Wed, 17 Nov 2021
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107 - Your New Chef May be a Robot! Wed, 15 Sep 2021
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93 - Managing Alger's Legacy Strategies Wed, 19 Feb 2020
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89 - Aerospace Flies Above the Market Wed, 01 Feb 2023
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86 - A Relentless Pursuit of Positive Dynamic Change Wed, 30 Nov 2022
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83 - Collecting Dominant Mid Caps Wed, 19 Oct 2022
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79 - The Kings of Cash Flow Wed, 17 Aug 2022
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