

Three markets, three highs
Feb 27, 2024
Exploring recent highs in global markets, including US, Europe, and Japan. Discussing Nvidia's impact, European 'Granolas' leaders, and Japan's optimism. Going long on Berkshire Hathaway and mocking 'jile' fashion trends. Touching on market performance, rational exuberance, and the rise of new investors.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Market Performance and Concerns over Nvidia's Growth
02:19 • 5min
Rational Exuberance and Europe's Market Performance
07:15 • 4min
Insights on Japanese, Chinese, and UK Markets Amidst Economic Recovery and Market Sentiment
11:13 • 6min
Critique of 'Jile' Fashion Trends and Reconsidering Berkshire Hathaway as an Investment
16:58 • 4min