

Investing Power Hour #68: Did Carvana Save Itself? AI ReBubble Continues; 2023 Predictions Update
Jul 23, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
The Banky Panic Is Over
02:01 • 4min
The Stock Sword Is Up 25% Today Year to Date
06:15 • 2min
Carvana's Earnings Report
07:54 • 3min
The Garcia Brothers Slip Away Again
11:06 • 4min
The Rise and Fall of Paylocity
15:05 • 2min
Rover Group's Revenue Growth in Q1 of 2023
16:43 • 5min
The Differences Between Adi and Stripe
22:10 • 2min
How to Bring Costs Down After the Fact
23:47 • 2min
The Importance of a Profit Driven Culture
25:28 • 3min
The AI Bubble Goes Into Overdrive
28:42 • 3min
The Future of AI Spending
31:32 • 4min
Netflix's Subscriber Guidance
35:57 • 2min
Netflix's Subscriber Guidance Forecast
37:58 • 5min
The Future of the NASDAQ
42:51 • 5min
The Tesla Rebubble and the Future of Cryptocurrency
47:43 • 2min
Rocket Lab: The Bubble Boys
49:17 • 3min
The Importance of Portfolio in Emotional Happiness
52:46 • 2min
The Future of Streaming
54:24 • 3min
The Potential of Netflix for Advertising
57:21 • 4min