Jeremy Raper: Cycles, AI, and Activism

<p>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</p><p>I had a great time chatting with Jeremy Raper of Raper Capital. I always learn something new from him, and this episode doesn&#39;t disappoint. </p><p>This week, we chat: </p><ul><li>Cyclicality in AI/semiconductors</li><li>Using AI in Jeremy&#39;s investment research process</li><li>Activism in Australia</li><li>Back to writing online</li></ul><p><br></p><p>And more!</p><p>I know you&#39;ll love this episode. Big thanks to Jeremy for joining and taking an hour of his morning to chat stocks and more. </p><p>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</p>