Director’s Cut: David Shapiro – Buffett’s farewell, the AI giants & where smart money goes next

02/12/2025 52 min
Director’s Cut: David Shapiro – Buffett’s farewell, the AI giants & where smart money goes next

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Episode Synopsis

Veteran stockbroker David Shapiro reflects on Warren Buffett’s exit, the dominance of Nvidia and ASML, why SA bonds and property suddenly look attractive, and where real investment opportunities lie in today’s volatile markets.

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