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Different This Time?
Phase Change Media
18 episodes
4 days ago
For decades there were clear rules to follow to save for a secure and comfortable retirement. Today, the chaos of Donald Trump’s second term have thoughtful investors wondering if the old rules still apply. Is the turbulence we’re living through the normal bumpiness of history? Or are we entering a new phase that requires fresh thinking over old assumptions? Two longtime friends discuss investments, the possibility of economic catastrophe, and how they're navigating these challenges in their own lives. Get in touch: differentthistimepodcast@gmail.com
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Investing
Business
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All content for Different This Time? is the property of Phase Change Media and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
For decades there were clear rules to follow to save for a secure and comfortable retirement. Today, the chaos of Donald Trump’s second term have thoughtful investors wondering if the old rules still apply. Is the turbulence we’re living through the normal bumpiness of history? Or are we entering a new phase that requires fresh thinking over old assumptions? Two longtime friends discuss investments, the possibility of economic catastrophe, and how they're navigating these challenges in their own lives. Get in touch: differentthistimepodcast@gmail.com
Show more...
Investing
Business
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AI Hitting a Wall?
Different This Time?
29 minutes 21 seconds
2 months ago
AI Hitting a Wall?

One reason market valuations are so high is optimism about the transofrmative power of AI -- but the tide seems to be turning. From ChatGPT's recent stumbles to theoretical limitations for LLMs in general, what does the deterioration in prospects for AI mean for stocks?


The Buffet Indicator: https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator/

Different This Time?
For decades there were clear rules to follow to save for a secure and comfortable retirement. Today, the chaos of Donald Trump’s second term have thoughtful investors wondering if the old rules still apply. Is the turbulence we’re living through the normal bumpiness of history? Or are we entering a new phase that requires fresh thinking over old assumptions? Two longtime friends discuss investments, the possibility of economic catastrophe, and how they're navigating these challenges in their own lives. Get in touch: differentthistimepodcast@gmail.com