AI Stocks Can't Lead the Market Much Longer. Invest Internationally Instead: Dan Rasmussen, Verdad Capital
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AI Stocks Can't Lead the Market Much Longer. Invest Internationally Instead: Dan Rasmussen, Verdad Capital
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このコンテンツについて
- AI stocks have been on an incredible run, massively growing profits without much capital spending. That equation has changed... (1:51);
- Tech companies are going from software businesses to manufacturing concerns -- capital- and energy-intensive businesses that simply can't produce the same growth as previous (6:03);
- DeepSeek claims to be able to reduce the cost of AI applications. How does that factor in to the equation? (9:09);
- So if the 'Mag 7' and AI stocks won't drive the market higher, then what will? Where will growth come from? (12:16);
- One place to start is to look for global diversification. Outside the US, stocks are meaningful cheaper... (15:24);
- The guest's book 'The Humble Investor' (21:37);
- What can supply 'edge' in investing? There are some things. Legal ones... (27:10);
- Background on the guest (33:02);
- The guest is a historian by trade. What historical period is perhaps most comparable to the present day? Unfortunately, it looks an awful lot like 'peak bubble'... (36:08);
- Website: VerdadCap.com;
- Twitter/X: @VerdadCap.