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Are we in an AI bubble?

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Manage episode 427828408 series 2900655
Content provided by Braden Dennis and Simon Belanger. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Braden Dennis and Simon Belanger 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.

In this episode of the Canadian Investor Podcast, we tackle a few listeners' questions including one about analyzing 10-K and annual reports. We break down the key sections that we focus on when reviewing annual reports.

We then discuss a recent tweet from Chris Bloomstran about the rich valuation of AI mega cap stocks and how the current market concentration poses risks for the overall market.

We finish the episode by talking about high yielding dividend stocks and how it might not be the most optimal strategy.

Tickers of Stocks & ETF discussed: VFV.TO, VEQT.TO, GOOG, META, AMZN, TSLA, VDY.TO

Check out our portfolio by going to Jointci.com

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Apple Podcast - The Canadian Real Estate Investor

Spotify - The Canadian Real Estate Investor

Web player - The Canadian Real Estate Investor

Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools.

Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

See omnystudio.com/listener for privacy information.

  continue reading

397 episodes

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Are we in an AI bubble?

The Canadian Investor

14 subscribers

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Manage episode 427828408 series 2900655
Content provided by Braden Dennis and Simon Belanger. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Braden Dennis and Simon Belanger 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.

In this episode of the Canadian Investor Podcast, we tackle a few listeners' questions including one about analyzing 10-K and annual reports. We break down the key sections that we focus on when reviewing annual reports.

We then discuss a recent tweet from Chris Bloomstran about the rich valuation of AI mega cap stocks and how the current market concentration poses risks for the overall market.

We finish the episode by talking about high yielding dividend stocks and how it might not be the most optimal strategy.

Tickers of Stocks & ETF discussed: VFV.TO, VEQT.TO, GOOG, META, AMZN, TSLA, VDY.TO

Check out our portfolio by going to Jointci.com

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Apple Podcast - The Canadian Real Estate Investor

Spotify - The Canadian Real Estate Investor

Web player - The Canadian Real Estate Investor

Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools.

Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

See omnystudio.com/listener for privacy information.

  continue reading

397 episodes

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