Log in

goodpods headphones icon

To access all our features

Open the Goodpods app
Close icon
SKEPTIC’S GUIDE TO INVESTING - AI Investments: Delivering or Disappointing

AI Investments: Delivering or Disappointing

SKEPTIC’S GUIDE TO INVESTING

09/25/24 • 32 min

plus icon
bookmark
Share icon

Please text and tell us what you like

Is the AI market a ticking time bomb or a goldmine waiting to be tapped? Join us as Clem Miller helps dissect the current AI landscape, paralleled with the tech boom of 2000, and clarifies whether companies like Nvidia are the kings of the hill or just on a temporary pedestal. We’ll also explore the strategic pivot towards robust defensive stocks—think healthcare and consumer staples—as a buffer against market volatility. Plus, we're challenging the buzz around obesity drugs from giants like Lilly and Novartis, questioning if they're truly revolutionary or just another bubble.
In this insightful episode, we delve into crucial financial metrics such as short interest ratios, beta, and PEG ratios to provide you with a comprehensive framework for evaluating stocks. Discover the red flags and green signals, especially for high PEG stocks like Costco. Additionally, dive deep into AI-related semiconductor stocks, with a keen focus on secondary opportunities in companies like Broadcom and ASML. We also touch on the profound impact of company culture on long-term growth, particularly at Nvidia and Elon Musk's ventures. Whether you're a market veteran or a novice investor, this episode promises actionable insights to navigate the unpredictable AI market.

Straight Talk for All - Nonsense for None
Please check out our other podcasts:
https://skepticsguidetoinvesting.buzzsprout.com

09/25/24 • 32 min

plus icon
bookmark
Share icon

SKEPTIC’S GUIDE TO INVESTING - AI Investments: Delivering or Disappointing

Transcript

Steve Davenport

portfolio

Steve Davenport

Welcome . Today it's after Labor Day and

Steve Davenport

we're looking at what's in store for

Steve Davenport

all of the markets , but particularly AI . Today I'm Steve Davenport and I'm here with Clem Miller , and today we're going to talk about

Generate a badge

Get a badge for your website that links back to this episode

Select type & size
Open dropdown icon
share badge image

<a href="https://goodpods.com/podcasts/skeptics-guide-to-investing-300372/ai-investments-delivering-or-disappointing-74658959"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to ai investments: delivering or disappointing on goodpods" style="width: 225px" /> </a>

Copy