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Tommy Thornton: Tech Stocks Are In A Bubble
Manage episode 431127437 series 3300108
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.
431 episode
Manage episode 431127437 series 3300108
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.
431 episode
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