This Week on The Compound
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EPISODES
On TCAF this week, Josh Brown and Michael Batnick spoke with Ankur Crawford, Portfolio Manager of Alger Capital Appreciation. They took a deep dive into what’s really happening behind the AI explosion, what investors get wrong about Amazon, and what most investors are still missing. (Listen)
INSIGHTS
The term bubble gets thrown around way too easily these days. Joshua Brown at Downtown Josh Brown looks at current debate around an AI bubble and comes down on the non-bubble side, with a caveat.
So if I say it’s not a bubble, I’m not saying there won’t be a drop in share prices. I am only saying the vast majority of investors are not recklessly speculating on technology bets that are extremely improbable to have a payoff. The payoff from AI-related capex spend is already in progress. Not every project will have proven to be successful in the long-term, but what other endeavor could you ever make this claim for.
CHART OF THE WEEK
The stock market has done nothing but rebound in April. So it shouldn’t be surprising that we saw some trends turn around. This chart from Matt Cerminaro at Chart Kid Matt shows that the sectors that fell the most through March have rebounded the most in April, so far.
MERCH
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COMING UP
Next week on TCAF, Josh and Michael will be joined by Adam Parker, CEO and Founder of Trivariate Research and Rob Sechan, CEO of New Edge Capital Group.
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