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19min chapter
Tommy Thornton: Tech Stocks Are In A Bubble
Forward Guidance
Evaluating Tech Stocks: Risks and Expectations
This chapter explores the underperformance of active managers amid the current tech stock landscape, comparing it to the late '90s tech boom. It highlights concerns about inflated valuations, particularly for Nvidia and Tesla, alongside the challenges posed by an impending recession and inflation. The discussion also touches on earnings reports, investor complacency, and the potential for market volatility as expectations for tech giants grow.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode