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Is It the Metaverse?
The days of Google being complacent are over is what I would say. The next level is probably something I don't know if it's the metaverse, but that idea is the kind of idea that it will be. We've clearly come a long way where you don't have to be a programmer anymore to get it to do a lot of stuff. At some point in the future, you will just have a little wristwatch and say it to the ether and it'll go away and do it.
Stig speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he added Spotify as the newest addition to his portfolio. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Amgen, a value stock with strong downside protection in uncertain times.
IN THIS EPISODE YOU’LL LEARN:
0:00 - Intro
01:24 - Why Hari is bullish on Disney (Ticker: DIS)
34:39 - Why Stig has invested in Spotify (Ticker: SPOT) as one of the five stocks he owns
1:00:46 - Why Toby is bull on Amgen (Ticker: AMGN)
1:31:18 - Whether Chatbot GPT will disrupt Google’s wide moat.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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