This new episode of Take Stock features Zehrid Osmani, head of the Global Long-Term Unconstrained team at Martin Currie, who was visiting from Edinburgh. A pro bono fund manager for Future Generation Global, Zehrid explains why we’re still only at the foothills of AI’s potential; predicts that his top stock Nvidia could grow earnings by 30pc annualised over the next five years; and why a Trump victory in November could be good for stock markets.
Martin Currie is one of Future Generation Global’s (ASX: FGG) pro bono fund managers.
Listen time 25 minutes.
Read the transcript.
Available on all major streaming platforms:
![](http://futuregeninvest.com.au/wp-content/uploads/2020/06/Listen-to-the-Best-Of-Belfast-podcast-on-Soundcloud-300x79-1.png)
![](http://futuregeninvest.com.au/wp-content/uploads/2020/06/Listen-on-Spotify-badge@2x-300x77-1.png)
![](http://futuregeninvest.com.au/wp-content/uploads/2020/06/listen-apple-podcasts-1200x307-1-300x77-1.jpg)