Asking about ease of shorting the market given bubble concerns after NVIDIA earnings
Host
Carson Block
Would much rather be long than short in this market; shorting NVIDIA or big tech names would put you out of business quickly
Asking what signals froth coming out of AI leaders
Host
Carson Block
Bubble will end from oversupply of speculative assets crushing demand, similar to 2020-21 SPAC collapse
Asking if AI helps identify short candidates
Host
Carson Block
Not using AI to identify shorts; LLMs good for document summarization but not pattern recognition
Asking about passive investing impact on market valuation
Host
Carson Block
Passive investing has broken markets by diminishing price discovery via inelastic market hypothesis
Asking about Snowline gold mining investment thesis
Host
Carson Block
Snowline is true tier one deposit that majors must acquire due to depletion of reserves and lack of greenfield exploration
Asking if Fed rate hikes would pop current bubble like 2021
Host
Carson Block
Rates matter more for large caps; small/mid cap shorts driven by supply-demand imbalance of speculative names