Where big money rotated: energy to AI

Kirk Spano runs Margin of Safety Investing and shares what it means to be an all cap investor (0:25). Using options, covered calls (14:30). AST SpaceMobile as an example (19:00). AI and large cap names (25:00). QE has changed everything (36:00). Bitcoin, gold, crypto (46:00).

Show Notes:
Liquidity, Macro And Valuations Are Warning You
AST SpaceMobile Screams 'Watson, I'm Calling You From Space'
Pfizer: One Of The Next Big AI Winners
'Stay Hungry, Stay Foolish' Small Cap Strategies

Episode transcripts

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