Imran Khan's 2025 Investing Playbook: Macro Trends, CapEx Cycles & Generative AI

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 20 February 2025

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Dan Nathan is joined by Imran Khan, CIO and founder of Proem Asset Management. They delve into key topics affecting the market such as the impact of geopolitics on investment processes, the concentration in the S&P 500, and future opportunities in 2025. Imran also shares insights on deregulation, trade wars, and corporate taxes, and their bearing on the economy. The discussion finishes with an exploration of generative AI trends, the productivity potential of new technologies, and potential investment opportunities within and beyond the large-cap tech giants. Checkout Imran's Last Pod with Dan — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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0:00.0	Will M&A pick up in 2024? Will this year mark the return of IPOs? Listen to strategic alternatives,
0:07.0	a podcast from RBC Capital Markets to get fresh insights on the trends and market forces impacting
0:13.2	deal flow across sectors and find out how companies and investors are preparing for a potential
0:18.4	surge in deal activity and what signals to watch for this year.
0:23.3	Listen and subscribe to Strategic Alternatives, the RBC Capital Markets podcast today,
0:28.7	wherever you get your podcasts.
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1:00.0	All right, welcome to the Risk Reversal podcast. I'm Dan Nathan. I'm joined by my very good friend
1:04.4	Imran Khan. He is the CIO and founder of ProM Asset Management. Imron, welcome back to the podcast.
1:10.7	Thank you. Great to the podcast. Thank you.
1:11.2	Great to be here.
1:11.9	All right.
1:12.1	So last time you were on, it was in November, and we focused a lot on your process,
1:16.5	how you think about investing, how you think about choosing longs, choosing shorts,
1:20.9	the Maddox and the like here, how you do portfolio construction, risk management,
1:24.9	and it was a great conversation.
	...

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