Episode Details

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.

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Timestamps:

(00:00) Introduction

(01:52) Tech Stocks Are In A "Bubble," Argues Tommy

(15:29) Earnings Season So Far: Tesla and Google

(20:51) VanEck Ad

(21:32) Interview Continues

(25:33) Nvidia and Apple

(37:03) What Tom Is Short

(39:39) What Tom Is Long

(51:49) Permissionless Ad

(52:51) Interview Continues

(01:00:26) National Debt and Recession Odds

(01:03:48) What Would It Take For Tommy To Turn Bullish?

(01:14:28) Tom's Story About Charlie Munger

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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.