Ray Dalio thinks you shouldn’t give up on AI just yet, even if you’re worried that the market craze is a bubble waiting to burst. The billionaire investor and Bridgewater Associates founder said he believed stocks were definitely mired in a bubble today — but that’s still no reason for investors to get out of…
Editor’s Note: The following is a slightly abridged version of Noahpinion’s “At least five interesting things: Smart Ideas edition (#71)”, published on November 8. 1. Are we wrong on antitrust? In the 2000s and 2010s, America generally saw slow growth, low levels of business investment, and low business dynamism. We also saw increasing levels of…
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Before his portfolio management days, Denny Fish worked as a sales manager at Oracle. He saw the incredible demand for its software products as the dot-com boom flourished, an experience that would later inform his mindset as an investor: What was the next revolutionary idea he could get ahead of? “I watched the internet boom,…