Talk Your Book: AI Winners & Losers
About this episode
The episode discusses AI winners and losers, stock picking during a boom, and concentrated portfolios with guest Dan Chung.
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Alger's Dan Chung to discuss: investing in concentrated portfolios, what it's like picking stocks during a boom, sorting through the winners & losers in AI, Meta vs. Google and more. 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…
People in this episode
Hosts: Michael Batnick, Ben Carlson
Guest: Dan Chung
Topics covered
- AI
- investing
- stock picking
- concentrated portfolios
- Meta vs. Google
- winners and losers
Keywords
- AI
- investing
- Meta
- stock picking
- concentrated portfolios
- winners
- losers
Mentioned in this episode
Organizations: Alger, Meta, Google
Books & works: A Wealth of Common Sense, The Irrelevant Investor
More episodes of Animal Spirits Podcast
- Everywhere Millionaires (EP. 481)
- The Next Michael Burry (EP. 480)
- Talk Your Book: Cash Was Easy… Now What?
- Are Free Markets Dead? (EP. 479)
- Talk Your Book: The Alternative to Alternatives
- The Best Bear Case on AI (EP. 478)
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