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“The biggest companies are investing billions in AI and energy—what does that tell you? Follow the money.”
Manage episode 467629396 series 3638670
Exponential Growth Podcast – Featuring Claudio Robertson(JP Morgan Private Bank)
In this episode of the Exponential Growth Podcast, host David Olivencia sits down with Claudio Robertson, Executive Director at JP Morgan Private Bank, to discuss his inspiring journey, the future of investing, and the secrets of ultra-high-net-worth individuals.
Key Topics Covered:
✅ From Ensenada to Wall Street – How Clao transitioned from a family fishing business to a high-powered finance career.
✅ Lessons from Lehman Brothers – What the 2008 financial crisis taught him about resilience and money management.
✅ Secrets of Ultra-High-Net-Worth Individuals – How the wealthiest invest, plan their legacy, and make financial decisions.
✅ Disruptive Investment Trends – The future of AI, Energy, and Healthcare—where the smart money is going.
✅ Entrepreneurship & Leadership – Key takeaways for founders, investors, and professionals navigating today’s economy.
Listen Now!
19 episodes
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