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Kandungan disediakan oleh Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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The AI Bubble Thesis with Doug Clinton

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Manage episode 408101606 series 2581243
Kandungan disediakan oleh Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

AI stocks have seen a big run recently. This has led many fundamental-based investors to suggest that things have gotten ahead of themselves. Some have even suggested AI is already in a bubble. But what if we are still in the early innings? What if a bubble is just getting started that could eventually exceed the dotcom bubble? Those are the questions we tackle this week with Deepwater's Doug Clinton. Doug wrote a thought-provoking tweet in which he suggested that studying past tech booms suggests that this one might only be getting started. We dig into that idea with Doug. We also discuss the unique AI driven stock picking strategies he has been running, what AI might mean for the future of investing and a lot more.

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273 episod

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The AI Bubble Thesis with Doug Clinton

Excess Returns

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Manage episode 408101606 series 2581243
Kandungan disediakan oleh Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

AI stocks have seen a big run recently. This has led many fundamental-based investors to suggest that things have gotten ahead of themselves. Some have even suggested AI is already in a bubble. But what if we are still in the early innings? What if a bubble is just getting started that could eventually exceed the dotcom bubble? Those are the questions we tackle this week with Deepwater's Doug Clinton. Doug wrote a thought-provoking tweet in which he suggested that studying past tech booms suggests that this one might only be getting started. We dig into that idea with Doug. We also discuss the unique AI driven stock picking strategies he has been running, what AI might mean for the future of investing and a lot more.

SEE LATEST EPISODES ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://excessreturnspod.com

FIND OUT MORE ABOUT VALIDEA ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.validea.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

FIND OUT MORE ABOUT VALIDEA CAPITAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.valideacapital.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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