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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
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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.