Motley Fool Money Mailbag, incl: How long should I stay in cash? November 9, 2025
13 snips
Nov 8, 2025 The hosts delve into whether government stakes in private companies are beneficial or risky for taxpayers. They discuss the booming AI landscape, emphasizing key considerations for retail investors eyeing mega-deals. There's an intriguing debate on how the CBOE's expansion could impact ASX listings and competition among exchanges. Listeners ponder the best strategies for staying in cash when the market seems pricey, and insights are shared on navigating stock mergers and effectively dollar-cost averaging between investments.
AI Snips
Chapters
Transcript
Episode notes
AI Investment Is Experimental But Different
- Big AI deals are experiments with uncertain outcomes and inevitable wasted capital.
- Ram Page says large firms have balance sheets and cashflows that reduce risk versus past tech bubbles.
Be Specific When Investing In AI
- Narrow your focus: analyse exactly which part of the AI value chain you invest in.
- Assess margins, competition, and whether current prices require unrealistic growth or margin retention.
More Exchanges Aren't Purely Positive
- New exchanges may create competition but risk becoming exits for subpar listings.
- Scott Phillips cautions easier listing standards can dump low-quality firms onto retail investors.