Brad Gerstner on The AI Supercycle, Invest America & Stock Compensation | #551
The Meb Faber Show - Better Investing
Patience in Investment Yields Greater Returns
Valuations of tech companies like NVIDIA align with earnings rather than speculative future revenues, indicating market stability and mitigating bubble risks. The past trauma from COVID and subsequent market fluctuations has created a protective 'wall of worry' against inflated valuations. Historical lessons from the late '90s internet boom illustrate the danger of investing in overhyped companies; many promising search engines failed while waiting for Google’s IPO proved lucrative. Preparedness, conviction, and patience can lead to significant rewards in investing.
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