Episode Details
| Title | Private equity investing with Blackstone’s Joe Baratta |
|---|---|
| Date | 9/10/2024 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $ELEC - Invest in electricity sector due to growing demand and infrastructure needs in the United States
- “I think the single most important sort of economic driver that we see is the fact that the demand for electricity in the United States, which had been virtually 0 for decades because all of your home appliances got more efficient, the air conditioning got more efficient, is now growing at 3%.” - Joe (23:05)
- 🟢 $INDIA - 🔒
- 🟢 $JAPAN - 🔒
- 🟢 $AI - 🔒
Bearish:
- 🔻 $HOSP - 🔒
- 🔻 $TECH - 🔒