The Compound and Friends cover image

Only One Thing Can Stop the AI Crash, Worst Drawdowns, Blue Owl vs Apollo

The Compound and Friends

00:00

Semiconductor Run-Up and Rapid Reversal

Michael highlights the trillion-dollar surge and subsequent $830 billion decline in semiconductors, putting recent losses in context.

Play episode from 26:46
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app