Rihard Jarc, a company expert and CIO of New Era Investments, delves into Meta Platforms' impressive stock surge and core business dynamics with Facebook, WhatsApp, and Instagram. He discusses Instagram's evolution in the face of TikTok's competition and the role of artificial intelligence in monetization strategies. The conversation also highlights Meta's ambitious subsea cable initiative to expand global connectivity and prospects within the Metaverse. Jarc shares insights on the company's strategic investments and future market outlook.

Rihard Jarc, the Chief Investment Officer of New Era Funds, dives into Alphabet's financial dynamics and its innovative edge. He discusses Google's diverse revenue streams, emphasizing its leading role in advertising and AI. Rihard also explores Alphabet's intriguing ‘other bets’ and assesses potential investment risks. Additionally, he shares his bullish views on Airbnb, comparing its market position against traditional competitors. Tune in for insights on navigating the evolving landscape of tech investments!