E35 w/Amrita Roy: Is AI A Bubble?
Update: 2024-02-27
Description
After another blowout quarter by $NVDA, the AI narrative is in full swing again.
But is there still money to be made here?
How will NVDA and the AI market fare if the economy slows down?
And what can we expect from the US economy and stock market in 2024?
I discussed all this with Amrita Roy, who is incredibly knowledgeable when it comes to macro and technology.
I thoroughly enjoyed this conversation, and hope you will too.
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https://www.youtube.com/@thepragmaticinvestor
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jamesfoord.substack.com/subscribe
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