The Growth of AI, Crypto, and Small-Caps
Doug and Greg Stokes begin this week's discussion with NVIDIA's recent earnings report, the ongoing AI race, and the implications of new data centers. They explore the characteristics of market bubbles, particularly in the context of AI and cryptocurrency, and analyze the performance of small-cap stocks versus large-cap tech. The conversation also touches on interest rates, economic policies, tariffs, and international markets.
Key Takeaways
- [00:17] - NVIDIA Earnings + data center construction
- [04:07] - Talking AI and bubbles
- [10:30] - Crypto remains volatile
- [16:49] - Small-caps and International Markets
- [21:30] - Inflation, tariffs, and the market’s aftermath election reaction
Links
- Which asset has the best bubble potential?
- AI Investments Are Booming, but Venture-Firm Profits Are at a Historic Low
- Crypto Entrepreneur Bought a Duct-Tape Banana for $6.2 Million. He Plans to Eat It—and Also Send It to Space.
- Detrick: Most might not realize that over the past year small caps have done better than the QQQ.
- Roche: Could Trump be Deflationary?
- Truflation
- The Great Transformation: China’s Road from Revolution to Reform
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Disclosure
The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.
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