s01e11 - Warren Buffett's Big Apple Sell-Off, AI Hype & Next-Gen Internet
Manage episode 442189797 series 3578623
In this episode of the Intelligent Wealth Podcast, Tony Byrne, Managing Director of Minerva Money Management, is joined by Awet Germay and Carl Roberts to explore crucial topics in investing, market trends, and the future of technology.
Key Highlights:
- Warren Buffett's Apple Stock Sale: Carl breaks down Warren Buffett’s surprising decision to sell 50% of his Apple holdings and what this means for long-term investors.
- AI and Semiconductor Industry: Is AI the next big thing or just another hype bubble? Tony and Awet discuss whether the current AI boom mirrors the dot-com bubble, and how semiconductor companies like Nvidia are positioned for the future.
- Market Volatility: Awet and Carl explore the recent sell-offs in global markets, discussing leverage risks, automated trading, and how investors can stay calm amidst market turmoil.
- Next-Generation Internet: The team dives deep into the future of Web3, blockchain, and the evolving role of big tech in shaping the internet’s future.
Featured Recommendations:
- The Changing World Order by Ray Dalio: A deep dive into why nations rise and fall over time, and the lessons this offers investors today.
- The Joy of Compounding by Gautam Baid: Tony’s pick for investors seeking to enhance their understanding of long-term wealth creation.
Tune in to gain valuable insights into the future of technology, investing strategies, and the importance of staying informed in today’s dynamic financial world.
Disclaimer:
The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.
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17 episode