The Companies That Could Benefit From the Fourth Industrial Revolution

The video discusses a unique investment strategy focusing on a small basket of stocks for long-term gains, emphasizing the fourth industrial revolution's impact on industries like 5G, AI, and robotics. It highlights IBM's strategic initiatives in AI and blockchain, despite its slow stock response. The discussion also covers global economic changes, suggesting a shift towards bilateral trade agreements and their potential impact on companies like Cisco and Nokia.

How does the speaker view the future of companies like IBM in relation to their strategic initiatives?

What factors does the speaker consider when deciding how long to hold a stock?

What is the speaker's perspective on the potential impact of lower tariffs on global GDP growth?