Today’s Talk Your Book is brought to you by Alger:
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
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https://podcasts.thecompoundnews.com/show/animalspirits/
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