Talk Your Book: AI Is Not a Bubble
About this episode
The episode discusses misconceptions about the AI trade and how to manage investments in this technology.
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Dr. Ankur Crawford from Alger to discuss: what everyone is getting wrong about the AI trade, why this technology is different, letting the market tell you if you're wrong or right, and how to manage a concentrated portfolio of stocks. Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound…
People in this episode
Hosts: Michael Batnick, Ben Carlson
Guest: Dr. Ankur Crawford
Topics covered
- AI
- investing
- technology
- market analysis
- portfolio management
Keywords
- AI
- investing
- market
- portfolio
- technology
- stocks
- trade
Mentioned in this episode
Organizations: Alger, A Wealth of Common Sense, The Irrelevant Investor, The Compound
More episodes of Animal Spirits Podcast
- Talk Your Book: Private Credit’s Next Act
- Will the Fed Buy Stocks? (EP.473)
- Talk Your Book: Do We Need the Federal Reserve?
- 10 Reasons to be Bullish (EP. 472)
- Talk Your Book: How SpaceX Got Into the Nasdaq 100
- Is Debt Fueling the Rally? (EP. 471)
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