Manuel Walz GARP Investing Podcast

What You Can Expect from This Podcast 🎧 🚀 The “SaaSmageddon” Survival Guide: AI & Impossible Materials * 🧪 From “Cook-and-Look” to AI Design: We are moving past traditional trial-and-error discovery. Using Agentic AI —AI that reasons and tests hypotheses—scientists like MIT’s Prof Markus Buehler are creating “Impossible Materials” that are lighter than air but stronger than steel. 🏗️ * ⚔️ The C...

Over the last few years, I’ve shared a tons of valuable content on X, e.g. here for NVIDIA . However, the platform is fast-paced, and insights often disappear too quickly. To give these ideas a second life and reach a wider audience, I’m experimenting with AI-generated podcasts based on my original posts on X and my own investment research material. It sounds straightforward, but ensuring the cont...

This Podcast Episode is based on the Deep Dive Nexans Analysis from Manuel Walz GARP Investing, accessable on https://manuelwalz.substack.com/ Voices are AI generated and for Entertainment Purposes Only. Get full access to Manuel Walz at manuelwalz.substack.com/subscribe