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On today’s show, we discuss:

Why today’s AI leaders differ from the internet startups of the 1990s
Alger’s concentrated growth ETF, Alger 35 (ATFV)
The case for Google as a winner in the AI trade
How fundamental analysis led to an early investment in Nebius
The debate and long term outlook for Meta

Animal Spirits:

Animal Spirits Podcast

Animal spirits is a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they’re reading, writing, listening to and…

podcasts.thecompoundnews.com/show/animalspirits

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