On today’s show we discuss the interconnected hyperscalers, AI’s risk to the economy, the chart of the year, Nvidia’s valuation, Meta’s personal assisstant, $186 trillion in household wealth, 10 year return projections, the case for owning bonds, why the Fed raised rates, Bitcoin’s comeback, fixing the housing crisis is harder than it sounds, the best movie of the 1980s and more.
A rise in price is not the same thing as a bubble.
On today’s Talk Your Book we speak with Bill Mann from Motley Fool Asset Management about investing in the momentum factor, the Noah Principle, AI’s impact on herd behavior, how this cycle ends and more.
What the panic of 1873 can teach us about the economic risks of today.
How do bonds work?
On today’s show we discuss AI human extinction fears, the biggest AI risks, why things go viral, why the stock market is so confusing right now, how to think about bearish hedge fund managers, why bonds offer a good deal right now, Fed rate hikes, government debt fears and more live from Future Proof in Huntington Beach, CA.
Rising rates, higher inflation and falling PE ratios.
On today’s Animal Spirits Talk Your Book we speak to Christian Munafo from VanEck about AI IPOs, the trouble facing unicorn late stage growth companies, the liquidity problem for private market investors, secondary transactions, where to find value in today’s market and more.
Pros and cons of tax-aware long/short strategies.
How wealth is changing the economy and markets.
