AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
6min chapter
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.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode