{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/65e20752d3026b0017a225bb/6772ce7697bec40ae959fcc2?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"008 CHARLIE JONES: 2024 IN REVIEW ","description":"<p>Charlie and Doug discuss themes and trends that shaped 2024 and look ahead to 2025. They discuss:</p><p><br></p><ul><li>The explosive growth in AI infrastructure spend </li><li>The surprising resilience of US econocomy and wage growth; </li><li>The rapid increase in advertising expenditure on streaming platforms;</li><li>The growing strength of European arms companies;</li><li>The&nbsp;balance between inertia and incentives in the US vs. Europe; </li><li>And analyse the implications of the Chinese wealth effect.&nbsp;</li></ul><p><br></p><p>For more information about Ptarmigan Capital head to ptarmigancapital.co.uk</p>","author_name":"Douglas Barnett"}