Big Market Delusions

14 snips

Sep 15, 2023

Rob Arnott, expert in lessons from the tech bubble and smart beta, discusses big tech valuations, Tesla and Nvidia, and the impact of AI on markets and the economy. Topics include the performance and risks of smart beta strategies, catalysts for value stocks, the impact of AI on job security and overpricing in the video market, the surprising performance of NASDAQ 100, and the potential of AI in various industries.

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Introduction

00:00 • 3min

The Performance and Risks of Smart Beta Strategies

02:56 • 20min

Value Stocks, Catalysts, and the Dangers of Nvidia

23:09 • 5min

The Impact of AI on Job Security and Overpricing in the Video Market

28:32 • 13min

Market Weight, Tipping Point, and Surprising NASDAQ Performance

41:10 • 4min

Exploring The Potential of AI and Its Impacts on Various Industries

44:42 • 5min

On episode 109 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rob Arnott in front of a live audience at Future Proof. They discuss: lessons from the tech bubble, smart beta, big tech valuations, Tesla and Nvidia, how AI might impact markets and the economy, and much more!

Thanks to KraneShares for sponsoring this episode. KraneShares and Rockefeller Asset Management are launching the Ocean Engagement ETF. This ETF invests in public companies with significant positive impact on oceans and ocean resources. Learn more at: https://kraneshares.com/ksea/

Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com

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