Welcome to episode 17 of the Decanted portfolio. We'll talk about edgy white wines from the New and Old World.

The episode is brought to you by Pantar.ai

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Pantar.ai is your Digital CIO -investment an autonomous engine that adapts your portfolio in real-time. Experience it with our all-weather strategy, Pantarai ADAPT, now trading on the London and Amsterdam exchanges (ticker ADPT). Disclaimers apply.

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In the episode we take a look at Fingers' Lakes NY Rieslings, made from the cold. We will also look at the Ocean-inspired, highly mineral Albariños from Galicia, Spain.

We also discuss about some practical learnings from the recent use of AI LLMs into our work, opening up to what we think AI will do and will not do to improve productivity and change the way we work.

Enjoy!

Welcome to episode 16 of the Decanted portfolio, brought to you by Pantar.ai

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Stop managing a static portfolio in a shifting market. Pantar.ai is the autonomous investment engine that acts as your Digital CIO- portfolio adapting your allocation in real-time.

Navigate the market with ADAPT, listed now on the London and Amsterdam stock exchanges (ticker: ADPT). Disclaimers apply.

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This week we discuss about renewed concerns about AI developments potentially killing specific sectors' business models (legal, wealth managers, logistics) and flat equity indices overall.

We also look at the recent developments in UK sparkling wines and the steady rise of Prosecco worldwide.

Enjoy!

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

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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!