• Tommy Thornton: Tech Stocks Are In A Bubble

  • Jul 28 2024
  • Duración: 1 h y 22 m
  • Podcast

Tommy Thornton: Tech Stocks Are In A Bubble

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  • 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.
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