Скачать или смотреть When Will the AI Bubble Pop? | TCAF 198

On episode 198 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠ is joined by ⁠Joe Fahmy⁠ and ⁠Shay Boloor⁠ to discuss: where we are in the market cycle, the outlook for AI stocks, how Apple got left behind, the next Mag 7, the bull case for Tesla, and much more!

This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way, with Betterment Advisor Solutions. Learn more at ⁠https://www.betterment.com/advisors

More from Joe:
https://x.com/jfahmy

More from Shay:
https://x.com/StockSavvyShay

►00:00 - Cold Open
►03:49 - Intro
►05:57 - The Bull Market
►13:08 - Who exactly is Shay?
►18:07 - How to Value a Company
►22:53 - The Market on a Technical Basis
►29:07 - Zweig Breadth Thrust
►33:24 - Growth vs Value
►40:52 - The Future of the Mag 7
►58:03 - Futurum AI Fifteen
►01:07:28 - A look back at Jeremy Grantham's Quarterly Letter
►01:11:57 - When this Bull Market ends.....
►01:15:28 - What are we looking forward to?


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