Bill Mann reveals the three A's driving markets: asset prices, AI, and the affluent consumer.
As heard by us
A focused look at Nvidia, the Mag 7, and the valuation problem that comes with extreme scale.
The episode follows Nvidia and the Mag 7 as Michael, Ben, and Dole Mann consider a familiar question: when a company is already enormous, does a premium still make sense?
Why you'd press play
When mega-cap giants stop looking cheap, this is the market conversation you want.
Listen to the show on