Your portfolio has probably felt the recent market sell-off. Bitcoin, AI stocks, S&P500 are all taking a clobbering. The only thing going up? Investors panic about the "bubble" bursting. But as we always do on this show, we lean on the data to tell us what's REALLY going on. Right now, it's telling us this panic and sell-off is overblown. I get into all of it on today's show!

0:00 Intro

0:45 Why markets have sold off recently

7:40 Why stocks can shake off pain in the regular economy

9:16 Jordi Visser's two biggest investment ideas moving forward

11:44 California politician wants to regulate AI from eliminating jobs

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Pomp writes a daily letter to over 270,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at:

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