Market pricing in status quo + valuation can only take you so far

The Pragmatic Investor, James Foord, talks macro flows and dynamics in the market (0:40). Interesting international picture - has something fundamentally shifted? (6:20) Valuation can only take you so far (11:00). Robinhood, HIMS and other favorite stocks right now (13:45). Energy Transfer and picking oil players (16:15). Owning bitcoin and/or bitcoin proxies (20:40). CoreWeave, Nebius and AI (25:00). Bearish on Super Micro Computer (26:25). Still a Tesla bull (28:30).

Show Notes:
No Growth, No Margins, No Thanks: Why I'm Out On SMCI
I'm Loading Up On Energy Transfer
Nebius: Hyperscaler Aiming For Hypergrowth

Episode transcripts

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