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The case for and against an AI bubble - Alan Pullen | Magellan
Over the past decade, Alan Pullen and the team at Magellan are focused on finding the world’s best companies and staying disciplined through the hype.
As Portfolio Manager of the Magellan Global Opportunities Fund (ASX:OPPT), Alan is navigating a market obsessed with AI and asking the big question: are we in a stock market bubble?
We cover:
Whether today’s market is a bubble or justified by fundamentals
How Magellan is positioning for the AI revolution
Why Alan still backs companies like Microsoft, TSMC and Nestlé
This episode is sponsored by Magellan. Support from partners like Magellan…
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