Value Investing, Inflation and Expected Returns with Rob Arnott
Excess Returns
Drawdowns, Bubbles, and AI Revolution
Exploring the impact of drawdowns on value and growth companies during crises, transitioning to discuss bubbles and AI market delusions with a focus on past bubbles like the dot-com era and electric vehicles. Evaluating Tesla's high valuation, disruptors in the electric vehicle industry, and analyzing Nvidia's role in the AI revolution.
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