Why This Isn’t An AI Bubble [j715xpoCo5q]

Is the stock market in an AI Bubble? In this video I talk about 5 reasons why investment into AI looks a lot like past bubbles. Afterwards though, I provide 5 counter points and then conclude with my thoughts and what an investor can do about it.

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I worked at Goldman Sachs and an investment fund that managed hundreds of billions of dollars. In this channel I will teach you everything I know, including how to analyze a business, how to invest, the differences between bad and good businesses, and other finance topics.

Follow us to learn 1) how to become a better investor and 2) how to analyze and barcelona vs real madrid understand business!

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Chapters

0:00 Are We in an AI Bubble?

1:16 Why We Are in an AI Bubble

1:57 Bubble Argument 1: Capital Cycle

9:44 Bubble Argument 2: History & Patterns

12:57 Bubble Argument 3: Behavior

22:42 Bubble Argument 4: Debt Financing

23:15 Bubble Argument 5: Limited Enterprise Adoption

26:52 Counterargument 1: Wider Usage

29:16 Counterargument 2: Supply Bottlenecks

31:47 Counterargument 3: Valuations

33:35 Counterargument 4: Financing

34:33 Counterargument 5: High Quality End Markets

35:16 My Thoughts & What You Can Do as an Investor

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Drew Cohen is a Registered Investment Advisor and he also manages money for individuals and families.

Drew also has a podcast called The Synopsis. The Synopsis is aimed toward professional investors and covers stocks, investing, and padres vs brewers various other topical business news.

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Nothing here is financial advice. See channel disclaimers.

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#investing #stockmarket #finance