Solo again from Costa Rica. We’re soaking in the beach sun,, hiking in nature a little, and overall enjoying a slower pace than what we had in Warsaw or Prague.
In this episode, I dive into the AI revolution and what investors can learn from the dot-com bubble 25 years ago. I talk about how hype and leverage repeat through history, why it’s nearly impossible to know which companies will last, and why sometimes it’s wiser to buy the whole haystack instead of trying to find the needle.
I also discuss Ferdinand Magellan, New York’s growing migrant crisis, some lie detection, and Obama’s comments on the places we’ve spent the past two summers.
Topics discussed:
- In-laws’ first trip abroad
- How far travel has come since pre-modern times
- Ferdinand Magellan and his expedition
- Nostalgic memories from high school — “The Plateau” and 90s music scene
- Chase’s “Shark” and road trips to Austin
- Weezer, Buddy Holly
- Museum of Prostitution
- Woke Era
- Potential communist leadership in New York City
- Staying at The Roosevelt Hotel in NYC
- Magellan’s discovery of the Philippines & how he died
- AI revolution, market bubbles, and investment lessons from the dot-com era
- Amazon vs Yahoo
- ETFs vs individual stocks
- Nancy Pelosi lie-detection analysis
- Obama’s comments on Poland & Hungary
- Republican youth group chat scandal
- Arson-related fire in California
- Jared Kushner’s Middle East peace deal
Listen here:
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