Investment Strategies in a Market Bubble

I think right now it's lean in time,

but not in everything. Not every company's gonna be worth a

trillion dollars.

So I think you've gotta pick your spots.

We are in a bubble, uh, but history shows that

if you pick the right

companies,

uh, you'll be rewarded even if you pay the higher price.

And maybe you'll be out of the money for one or two years, but you'll do just fine.

And so it's all a matter of picking them, and so it's a pick 'em

business. AI hasn't quite figured out how to pick

'em, thank God.

Uh, but it's a pick 'em business