# En portefeuille : Un gérant avec un portefeuille sans IA - 07/07

Page: https://stenobird.com/podcast/good-morning-market-7464462/en-portefeuille-un-g-rant-avec-un-portefeuille-sans-ia-07-07
Text version: https://stenobird.com/podcast/good-morning-market-7464462/en-portefeuille-un-g-rant-avec-un-portefeuille-sans-ia-07-07.md
Podcast: [Good Morning Market](https://stenobird.com/podcast/good-morning-market-7464462)
Published: 2026-07-07T07:49:59+00:00
Episode link: https://good-morning-market.simplecast.com/episodes/en-portefeuille-investir-sans-lia-la-rentabilite-a-lepreuve-07-07-ZYCdj8KP
Audio file: https://altice.simplecastaudio.com/7a17e035-3944-4412-bc56-55d8aa30eda0/episodes/9c633536-0e85-4d37-8970-7ca925646de2/audio/128/default.mp3?aid=rss_feed&awCollectionId=7a17e035-3944-4412-bc56-55d8aa30eda0&awEpisodeId=9c633536-0e85-4d37-8970-7ca925646de2&category=News%2CBusiness&episode_published_at=2026-07-07T07%3A49%3A59&episode_title=En+portefeuille+%3A+Un+g%C3%A9rant+avec+un+portefeuille+sans+IA+-+07%2F07&feed=sVEs0xXC&network=291091218710&podcast_title=Good+Morning+Market
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/good-morning-market-7464462/episodes/en-portefeuille-un-g-rant-avec-un-portefeuille-sans-ia-07-07
Duration seconds: 518

## Resource

Ce mardi 7 juillet, le positionnement de certains gérants qui choisissent de ne pas investir dans les valeurs liées à l'IA dans le contexte actuel, a été abordé par Laurent Chaudeurge, membre du comité d'investissement chez BDL Capital Management, dans l'émission Good Morning Market sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/good-morning-market-7464462/episodes/en-portefeuille-un-g-rant-avec-un-portefeuille-sans-ia-07-07/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/good-morning-market-7464462/en-portefeuille-un-g-rant-avec-un-portefeuille-sans-ia-07-07.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.