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cover of episode Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner

Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner

2024/7/11
logo of podcast BG2Pod with Brad Gerstner and Bill Gurley

BG2Pod with Brad Gerstner and Bill Gurley

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Brad Gerstner 认为，当前市场对人工智能的炒作可能超过了实际情况，投资支出与预期收益之间存在差距。他同时分析了市场对即将到来的总统大选的反应，以及大型科技股与其他股票之间的巨大差异。他认为，消费支出下降是导致消费类股票表现不佳的原因之一。他还强调了钙评分CT扫描的重要性，并指出其未能成为标准护理的原因可能与保险公司、心脏修复行业以及医疗行业的惯性有关。 Bill Gurley 同意人工智能投资存在风险，但他认为大型科技公司有能力应对这些风险。他认为，市场对美联储降息的预期以及潜在的减税政策，可能会对科技股产生积极影响。他还指出，尽管存在一些批评，但人工智能技术正在带来实际的益处。他同时强调了钙评分CT扫描的重要性，并指出其未能成为标准护理的原因可能与保险公司、支架行业以及医疗行业的惯性有关。 Bill Gurley 认为，当前市场对人工智能的炒作可能超过了实际情况，投资支出与预期收益之间存在差距。他同时分析了市场对即将到来的总统大选的反应，以及大型科技股与其他股票之间的巨大差异。他认为，消费支出下降是导致消费类股票表现不佳的原因之一。他还强调了钙评分CT扫描的重要性，并指出其未能成为标准护理的原因可能与保险公司、心脏修复行业以及医疗行业的惯性有关。 Brad Gerstner 同意人工智能投资存在风险，但他认为大型科技公司有能力应对这些风险。他认为，市场对美联储降息的预期以及潜在的减税政策，可能会对科技股产生积极影响。他还指出，尽管存在一些批评，但人工智能技术正在带来实际的益处。他同时强调了钙评分CT扫描的重要性，并指出其未能成为标准护理的原因可能与保险公司、支架行业以及医疗行业的惯性有关。

Deep Dive

Chapters
This chapter analyzes the impact of the upcoming presidential election on public market technology funds. The discussion includes market trends, consumer spending, and the performance of big cap tech stocks.
  • 60% chance of a Trump victory is priced into the market.
  • Market is pricing in a 73% chance of a rate cut before the election.
  • Massive dispersion in the public markets, with big cap tech significantly outperforming the rest of the market.
  • Consumer discretionary spending is dropping.

Shownotes Transcript

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss the looming presidential election and its impact on public market tech funds, public market dispersion, AI hype versus reality, Calcium CT scans, and more. Enjoy another episode of BG2.

Timestamps:

(00:00) Intro

(03:50) Public Market Dispersion (Mag 7 + Consumer Stocks)

(22:05) AI Costs vs AI Revenue

(47:25) Calcium CT Scans

Available on Apple, Spotify, www.bg2pod.com)

Follow:

Brad Gerstner @altcap)

Bill Gurley @bgurley)

BG2 Pod @bg2pod)

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