Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Shifts in Consumer Spending and Tech Investing
This chapter examines the decline in consumer discretionary spending while highlighting the resilience of AI stocks within major tech companies. It explores market predictions influenced by upcoming elections, potential tax changes, and Federal Reserve actions, as well as the evolving landscape of investment strategies in the tech sector.
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