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6min chapter
“The Humble Investor” | Dan Rasmussen on Mag7, Value, Private Equity & Credit, and More
Monetary Matters with Jack Farley
Intro
This chapter examines how market enthusiasm influences investment strategies, especially regarding emerging technologies like AI. It highlights historical trends of declining returns after peaks in public interest and the unpredictability of future growth rates for companies heavily investing in AI.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode