Talk Your Book: AI Is Not a Bubble

Today's Animal Spirits Talker book is brought to you by Elger. Go to Elger.com to check out the Elger Concentrated Equity ETF ticker CNEQ. That's Elger.com to learn more. Welcome to Animal Spirits, a show about markets, life, and investing. Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing, and watching.

All opinions expressed by Michael and Ben are solely their own opinion and do not reflect the opinion of Rydholtz Wealth Management. This podcast is for informational purposes only and should not be relied upon for any investment decisions. Clients of Rydholtz Wealth Management may maintain positions in the securities discussed in this podcast. Welcome to Annal Spurts with Michael and Ben.

On today's show we spoke to Dr. Ancore Crawford. uh portfolio manager at algebra we had encore on the competent friends back in april and we're blown away by the uh breadth and depth of her knowledge and her ability to talk about her space she worked at Intel not only was is she a portfolio manager she was an analyst but she she was in the field right she was in the field it's so unique and important to talk to somebody that has actual boots on the ground experience because I think a lot when a lot of the discussion that's being framed around The AI trade, the growth trade, the semi-trade, whatever, is is framed through the lens of price. And I mean stock price.

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