This episode discusses recent comments by three stock market investors, including legendary fund managers Stanley Druckenmiller and Joel Greenblatt, focusing on the question: we know there’s an artificial intelligence (AI) boom going on right now, but is there an AI stock bubble? We look at what these investors are saying about AI stocks, Nvidia stock (NVDA), the current stock market, and how they think it’s going to play out. I also give my opinion on the topics.

Timestamps:

00:00 AI stock bubble intro

00:14 Stan Druckemmiller: Separating the wheat from the chaff.

05:17 Joel Greenblatt: Current opportunities rhyming with the Dotcom Bubble.

08:57 Jim Bianco - Wealthion: AI stocks are “way out there in bubble-land...”

12:37 My final thoughts: AI is a long term secular move but...

Related episodes:

Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory”

https://youtu.be/QP496jwcumk

Microsoft to Challenge Google Search Using OpenAI's ChatGPT

https://youtu.be/Vh42ZgADo5k

The AI Race is ON! Google Showcases New AI Products

https://youtu.be/xL7MvGAjdew

Interviews referenced in the episode:

Bloomberg (June 2023): Druckenmiller on How AI is Dominating His Long Portfolio

https://youtu.be/NERglanBMIk

HFA Fireside Chat with Hedge Fund Manager Joel Greenblatt

https://youtu.be/utP9ZVog554

Wealthion: AI Stocks Definitely In A Bubble Right Now | Jim Bianco

https://youtu.be/MazHnXttvQk

The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664

Using a referral link helps support the pod, thanks!

I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link):

https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

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