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Calling Bubbles with Benedict Evans (Part One)
FromBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work
Calling Bubbles with Benedict Evans (Part One)
FromBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work
ratings:
Length:
41 minutes
Released:
Jun 24, 2024
Format:
Podcast episode
Description
This week we are talking bubbles - or not! - with Benedict Evans, an analyst with over 175,000 avid readers for his tech blog. We’ve done our level best to reflect on why bubbles happen, but what about calling them out before they burst. “It would have been nice to have known” we were in a bubble before it caused trouble. That wish fits like an OJ Simpson glove into a recent column by Benedict exploring how and when to call them. With AI mania and NVIDIA up 130% this year and 700% in 18 months, lifting many other boats with it, this will be a timely conversation. For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page at: https://pivotaleconomics.com(Times below correspond to the episode without considering any inserted advertisements.)In this episode of Bubble Trouble, hosts Richard Kramer and Will Page delve into the phenomenon of market bubbles with tech analyst Benedict Evans. They discuss the intricacies of identifying bubbles before they burst, explore the role and future implications of Artificial Intelligence (AI), and touch upon how companies disclose crucial data. Benedict shares his career journey and insights on tech market dynamics, providing a detailed perspective on AI's potential impacts and strategic questions surrounding tech advancements. This episode offers a mix of reflective analysis and forward-looking forecasts in the tech landscape.00:00 Introduction 01:06 Meet Benedict Evans01:22 Benedict's Career Journey02:59 The Art of Simplifying Complex Points07:48 The Role of Public Companies in Market Bubbles13:01 Tech Industry Cycles and Bubbles19:56 Part Two20:13 Generative AI: The Next Big Thing?36:44 The Future of AI and Its Impact39:48 Conclusion and Final Thoughts40:20 Credits Hosted on Acast. See acast.com/privacy for more information.
Released:
Jun 24, 2024
Format:
Podcast episode
Titles in the series (100)
Building Block #4: Paying Attention: This week we look at the vague way in which various groups have measured the concept of time spent or tried to parcel out the attention economy. How do you really measure attention, and even better, how do you measure the quality of attention or time... by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work