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
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Consumer Spending & Market Dynamics
This chapter explores the effects of consumer spending habits on the economy, particularly focusing on travel and dining sectors amid rising credit card debt. It also analyzes the valuations of major tech companies, examining their market performance and potential economic challenges due to Federal Reserve policies.
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