Sponsor: Pantar.ai ADAPT, an all weather investment strategy seeking to generate consistent performance in all phases of the cycle

·········

Welcome to episode 15 of the Decanted portfolio.

Bastien and I will look at AI winners & losers, why Anthropic has scared investors in established legal firms, what's up with metals, melancholic markets where very few assets have performed and finally we'll deep dive into the amazing Port wines.

Enjoy!