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Tommy Thornton: Tech Stocks Are In A Bubble

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Manage episode 431127437 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

412 episodes

Artwork
iconShare
 
Manage episode 431127437 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

412 episodes

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