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AI experts Asit Sharma and Ricky Mulvey, along with co-CEO discussion expert Jason Hall, dive into the latest AI offerings from Alphabet and OpenAI. They also discuss the implications of high shelter inflation, market trends, and the impact of co-CEO departure on investors' thesis.
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Quick takeaways
- Recent AI updates from Google focus on enhancing search functionality with AI summaries and personalized planning options.
- Boston Omaha's market cap trading below book value raises concerns about its growth prospects and capital allocation efficiency.
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Financial Insights and Market Trends
The podcast delves into the April inflation report where core CPI shows a 3.6% year-over-year rise, the lowest since 2021. While the Fed views this favorably, caution is urged as trends require more data. High shelter inflation, up 5.5% over 12 months, stands out as a metric receiving Fed attention. This data has positively impacted markets like the S&P 500, hitting all-time highs.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode