I had fun talking with Scott and Ed about the market’s reaction to the SpaceX IPO, including whether the valuation is justified, and why I pay attention to the company’s float.
We also discuss why I find the comparisons to the dot-com bubble misguided, what to make of the circular deals in the AI industry, and how to think about hedging in today’s market.
I have known Scott since his first book, “The Four,” came out a decade ago; I am looking forward to getting to know Ed (see you at dinner Weds!)
Sources:
Prof G Markets
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