Olaolu Aganga
Head of Portfolio Construction and Analytics at Citi Wealth, offering portfolio positioning, geographic views, and thematic investment guidance during the episode.
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May 12, 2026 • 43min
AI, Memory Trade Takes A Pause 5/12/26
Bini Kothari, founder and CEO of Tekne Capital Management, spots Asian semiconductor and AI supply-chain opportunities. Olaolu Aganga, head of portfolio construction at Citi Wealth, outlines portfolio positioning, geographic tilts, and tactical moves like duration and gold. They discuss commodities rally, compute futures and China’s separate AI supply chain. Short, punchy market themes and tradeable areas highlighted.
