Why Ram Parameswaran Says the World's Biggest Tech Stocks Are Ridiculously Cheap Right Now
Odd Lots17 Juni 2021

Why Ram Parameswaran Says the World's Biggest Tech Stocks Are Ridiculously Cheap Right Now

Everyone knows that tech stocks performed amazingly well amid the coronavirus crisis. In the last few months, there's been a little bit of a cooling off. But for the most part, betting on tech has been a fantastic bet for a really long time. This week's guest says there's a lot more to come. On this episode we speak with Ram Parameswaran, the Founder and CIO at Octahedron Capital — which does VC investments and invests in public equity — on what he learned over the last year, and the big things he's betting on now.

See omnystudio.com/listener for privacy information.

Avsnitt(1187)

Jerry Neumann on the Problem With Investing in AI Right Now

Jerry Neumann on the Problem With Investing in AI Right Now

AI has made a lot of people fabulously wealthy. But sorry, it's probably not going to be the thing that makes you rich. And if history is any guide, we don't even know who the real AI winners are goin...

12 Nov 202548min

How Chinese Real Estate Became the Biggest Bubble in History

How Chinese Real Estate Became the Biggest Bubble in History

Land is a weird asset. We need it to be affordable because everyone needs somewhere to live. But for many people, real estate is also their biggest store of wealth — a kind of national piggybank that ...

10 Nov 202547min

The Viral Milk That Helped Set Off America's Protein Boom

The Viral Milk That Helped Set Off America's Protein Boom

Protein seems to be everywhere these days, with brands from Starbucks to Pepsi jumping on the trend. But the obsession with protein may have started earlier — with a humble dairy product that defied t...

8 Nov 202543min

Lots More on the Worsening State of the US Labor Market

Lots More on the Worsening State of the US Labor Market

If the government were open, we'd be getting a jobs report today. But as it is, we're in this blackout of official economic data. That's unfortunate, because the economy is already in a very confusing...

7 Nov 202521min

Dmitry Shevelenko on Perplexity's Vision for Reshaping the Internet

Dmitry Shevelenko on Perplexity's Vision for Reshaping the Internet

The news business isn't a great one these days. At least for a lot of legacy outlets (newspapers, cable networks, print magazines etc.), the Internet has obliterated their business model. And now AI i...

6 Nov 202539min

San Francisco's New Mayor on Homelessness, Unaffordability, and AI

San Francisco's New Mayor on Homelessness, Unaffordability, and AI

New York City is about to elect a new mayor, and whoever it is will have to address growing challenges like unaffordability, homelessness, and other basic quality-of-life challenges. Very few of these...

3 Nov 202536min

How Hudson River Trading Actually Uses AI

How Hudson River Trading Actually Uses AI

Unfortunately, it doesn't seem as though you can get great stock picks just by going to ChatGPT and asking it to recommend some investments. And yet financial firms of all sorts — including trading fi...

31 Okt 202555min

The Movement That Wants Us to Care About AI Model Welfare

The Movement That Wants Us to Care About AI Model Welfare

You hear a lot about AI safety, and this idea that sufficiently advanced AI could pose some kind of threat to humans. So people are always talking about and researching "alignment" to ensure that new ...

30 Okt 202550min

Populärt inom Business & ekonomi

framgangspodden
badfluence
varvet
rss-jossan-nina
rss-svart-marknad
svd-tech-brief
uppgang-och-fall
bathina-en-podcast
avanzapodden
rss-dagen-med-di
rss-kort-lang-analyspodden-fran-di
rss-borsens-finest
rss-inga-dumma-fragor-om-pengar
rikatillsammans-om-privatekonomi-rikedom-i-livet
24fragor
tabberaset
borsmorgon
montrosepodden
fill-or-kill
lastbilspodden