Category: bubble
-
YouTube’s Financial Spokesperson
Patrick Boyle has two very valuable skillsets and provides great perspective and context to breaking news stories. He has the ability to trade as well as make engaging videos. Topics covered are trust, stats, cognitive biases, and ponzis, brexit, and bubbles.
-
Artificial Intelligence Bubble
An opinion from a sleazy but credible market participant. Shkreli draws parallels between the dotcom bubble of the late 1990s and the current hype surrounding artificial intelligence (AI). He believes that the potential valuations of AI companies may lead to a bubble, but the long-term value may come from companies that emerge after the bubble bursts. Shkreli…
-
Chief of Payment for Order Flow
Ken Griffin, the CEO of Citadel, discusses his history, market research, and the current state of the US economy with Norges Bank Investment Management. He expresses concern over the economy being near full employment with inflation around 3%, while the government continues to engage in massive spending. Griffin argues that this spending binge leaves the…
-
TSLA and NVDA are Overrated
Famous money manager Jim Chanos says Nvidia is the “it girl” of the AI bull market, but states that their firm is short on the stock, deeming it overvalued. Also, Tesla’s constantly changing narrative, including its focus on batteries, robo-taxis, and AI. He expresses bemusement at Tesla’s admission that they had been pursuing the wrong…
-
Grantham says “only invest outside the US”
Jeremy Grantham shares his insights on market bubbles, his investment strategy, and his concerns about the climate crisis in this interview. He emphasizes the role of human nature in creating bubbles, with people driven by the fear of missing out on wealth. Grantham also highlights the importance of recognizing human nature in market behavior and…
-
A Serious Message From Buffett
Warren Buffett’s recent decisions to sell stocks (33B in last 3 quarters) and increase cash reserves ( to$147B), combined with Michael Burry’s options bet against the market, suggest concerns about a possible recession in the US economy. Factors such as persistent inflation, high gas prices, global instability, the AI boom, troubles in commercial real estate,…
-
Car inflation….
One factor is the high demand for affordable transportation, which led to older cars becoming valuable commodities instead of being scrapped. As a result, there are fewer average cars available for the middle class. The high-price, high-margin models received first priority and pick of the limited semiconductors supply sourced from China. Car manufacturers and dealers…
-
Chaos King
“It’s not just about making money during catastrophes…it’s about trying to protect ourselves from catastrophes” Nassim describes that most people prefer to sit on metaphorical dynamite for a steady stream of income. The primary goal at his firm Universa Investments is to benefit when the “steady” cashflow assets and trades cease to make money. Some…
-
Klarman’s Tabula Rasa
Klarman/Baupost Holdings https://whalewisdom.com/filer/baupost-group-llc-ma