Christopher Wood’s Warning for Indian Investors: AI, IT Stocks & Small Caps | Kushal Lodha #389

Christopher Wood, Global Head of Equity Strategy at Jefferies and the author of GREED & fear for 30 years, joins Kushal to explain why he believes AI is the real bubble today. He also breaks down why foreign investors left India, why he prefers Brazilian bonds to US Treasuries, and how gold could reach $10,000.What You'll Learn:1-The AI Capex Arms Race: Why he compares the AI boom to the 19th century railroad bubble, and why the hyperscalers could destroy capital.2-Why Foreigners Sold India: How TSMC, Samsung and SK Hynix now make up about 30% of the emerging market index.3-The $10,000 Gold Case: How US yield curve control could weaken the dollar, and why he is comfortable with 20% in gold.4-Brazil Govt Bonds Over US Treasuries: Why the 10-year yield matters more than the Fed, and why 5% does not pay for the risk.5-India Is a Bottom-Up Market: Why stock picking beats the index, with his views on banks, NBFCs, power, Real Estate and Quick Commerce (Eternal).#KonversationWithKushal #ChristopherWood #GreedAndFear #Jefferies #AIBubble #StockMarketIndia #GoldInvesting #GlobalMacro #KushalLodha #ShareMarket