Carl Kawaja – Navigating the Investment Landscape: AI, Tariffs, Sports Gambling & More | #580

Today’s guest is Carl Kawaja, a Portfolio Manager with Capital Group for over three decades. In today’s episode, Carl shares insights into his investment philosophy, early experiences, and the current market landscape. He discusses the transformative impact of AI on semiconductor demand, the challenges posed by tariffs and supply chain dynamics, and the evolving landscape of sports gambling. Carl also reflects on the enduring value of certain companies, particularly in the context of evolving market conditions.