Morning Brew Daily Is Tech In an AI Bubble? & Why English Teachers are the Best Investing Mentors
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Sep 1, 2025 Ann Berry, an experienced investor and former CEO, shares her insights on the current state of the tech sector, questioning if we're in an AI bubble. She emphasizes the unexpected wisdom of English teachers as investing mentors and explains the importance of stock prices to CEOs. Ann also provides strategies for executives dealing with marketing blunders, drawing on case studies to illustrate her points. With a mix of expertise and humor, she navigates complex investment landscapes, promising an enlightening discussion on market dynamics.
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Research-First Market Coverage
- Ann Berry explains Brew Markets focuses on rigorous research and primary sources to explain why market moves matter.
- She combines numbers with real-life board and CEO experience to add context most daily shows miss.
Becoming CEO During COVID
- Ann Berry recounts becoming CEO of a large service company just before COVID shut down 99% of the business.
- She says that crisis accelerated her learning and proved her capacity to lead under extreme pressure.
Valuations Feel 'Bubblicious'
- Ann Berry warns the equity risk premium is tiny and markets are concentrated, making valuations look 'bubblicious'.
- She admits personal anxiety about holdings like NVIDIA and Microsoft despite owning them.