Real Vision: Finance & Investing cover image

Trading the Markets: February 11, 2026

Real Vision: Finance & Investing

00:00

Where alpha lies in the AI cycle

Nico and Kris advise focusing on picks-and-shovels suppliers, backlogs, and scarce hardware over crowded megacaps.

Play episode from 21:01
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app