Tech Concentration, AI Valuations, and Long-Term Risk

Discussion of NVIDIA's market impact, extreme S&P concentration, AI's transformative potential, risks from commoditization and stretched multiples, and the challenge of long-duration bets versus choosing lower-risk mega caps like Amazon.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app