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23min chapter
Overheated Stock Market To Correct Before Continuing Rally | Le Shrub on Le Shrub on AI, CRE, and China
Forward Guidance
Market Analysis and Investment Strategies
This chapter delves into the current state of the stock market, discussing disparities between companies in financial distress and those with strong earnings per share. The conversation covers AI's impact on company valuations, the growth of the VC industry, and the dynamics of private market valuations versus public market trading. It also touches on tech company investments leveraged on AI, the importance of accountability and trustworthiness in AI technologies, and the speaker's investment thesis on Alibaba and the Chinese market.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode