008 CHARLIE JONES: 2024 IN REVIEW
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008 CHARLIE JONES: 2024 IN REVIEW
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About this listen
Charlie and Doug discuss themes and trends that shaped 2024 and look ahead to 2025. They discuss:
- The explosive growth in AI infrastructure spend
- The surprising resilience of US econocomy and wage growth;
- The rapid increase in advertising expenditure on streaming platforms;
- The growing strength of European arms companies;
- The balance between inertia and incentives in the US vs. Europe;
- And analyse the implications of the Chinese wealth effect.
For more information about Ptarmigan Capital head to ptarmigancapital.co.uk
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