Connecting US Macro to Stocks In AI, Automation & Energy | Triple Play Podcast Episode 1

Bill Baruch and Jannis Meindl kick off the year with the first episode of Blue Line Capital's new Triple Play Podcast. Each week, we will connect the macro to the micro, share actionable stock ideas, and cover the most important technicals. This week, Bill and Jannis spoke about the US consumer, Nvidia capitalizing on AI, Rockwell Automation, and Energy Transfer in midstream.