28.09.26 Mitch Stone, Invest with Mitch
The conversation with Mitch Stone from Invest with Mitch provides an overview of global markets and discusses the caution surrounding AI optimism. Mitch explores the complexity of AI infrastructure, and delves into the impact of rising borrowing costs and bond yields on investment strategies and market outlook. In particular, he unpacks the investment case for Firmus.
Chapters
00:00 Global Market Overview
01:37 AI Optimism and Market Caution
02:11 Complexity of AI Infrastructure
03:33 Impact of Rising Borrowing Costs
04:39 Valuation and Investment Concerns
07:16 Investment Strategy and Market…
The skinny
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