Sveriges mest populära poddar
Forward Guidance

Tommy Thornton: Tech Stocks Are In A Bubble

1 tim 22 min28 juli 2024

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.


Follow Tommy Thornton on Twitter https://x.com/TommyThornton

Follow VanEck on Twitter https://x.com/vaneck_us

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

__

Timestamps:

(00:00) Introduction

(01:52) Tech Stocks Are In A "Bubble," Argues Tommy

(15:29) Earnings Season So Far: Tesla and Google

(20:51) VanEck Ad

(21:32) Interview Continues

(25:33) Nvidia and Apple

(37:03) What Tom Is Short

(39:39) What Tom Is Long

(51:49) Permissionless Ad

(52:51) Interview Continues

(01:00:26) National Debt and Recession Odds

(01:03:48) What Would It Take For Tommy To Turn Bullish?

(01:14:28) Tom's Story About Charlie Munger


__

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.


Forward Guidance med Blockworks finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.