Tommy Thornton: Tech Stocks Are In A Bubble

Published: July 28, 2024, 6 p.m.

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.\n\nFollow Tommy Thornton on Twitter https://x.com/TommyThornton\nFollow VanEck on Twitter https://x.com/vaneck_us\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\n__\nTimestamps:\n(00:00) Introduction\n(01:52) Tech Stocks Are In A "Bubble," Argues Tommy\n(15:29) Earnings Season So Far: Tesla and Google\n(20:51) VanEck Ad\n(21:32) Interview Continues\n(25:33) Nvidia and Apple\n(37:03) What Tom Is Short\n(39:39) What Tom Is Long\n(51:49) Permissionless Ad\n(52:51) Interview Continues\n(01:00:26) National Debt and Recession Odds\n(01:03:48) What Would It Take For Tommy To Turn Bullish?\n(01:14:28) Tom's Story About Charlie Munger\n\n__\nDisclaimer: 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.