AI CapEx: Real Tech but a Bubble

October 6, 2025 - Zach chats with Tobias Carlisle of Acquirers Funds. They delve into the themes of risk management and investment strategies as outlined in Carlisle's new book, 'Soldier of Fortune.' They explore Buffett's investment principles, the current market dynamics, and the implications of AI technology on future investments. The discussion highlights the importance of understanding market cycles, recognizing inefficiencies, and the necessity of risk management in navigating today's volatile financial landscape.