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#1462 Jordi Visser | Bitcoin Is The King Says Hedge Fund Manager

The Pomp Podcast

CHAPTER

Valuation Insights in the Age of AI

This chapter evaluates the MAG7 companies, challenging perceptions of their overvaluation by highlighting their efficiencies and competitive advantages. It discusses the evolving financial landscape shaped by technology, focusing on early-stage investing and the changes in employment models due to platforms like Substack. The conversation also touches on the disruptive potential of AI and Bitcoin, indicating a shift in capital allocation practices and investment strategies.

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