Alex King from Cestrian Capital Research and Growth Investor Pro on staying calm in volatile and confusing markets (0:35). We're early in the AI demand cycle (1:50). Quantum computing and government intervention (11:40). Tesla earnings (13:35). Why gold's gotten ahead of itself (17:30). Intel and semiconductors (21:10).

Show Notes:
Will This Market Go Higher Than Anyone Expects?
Tech Volatility Is A Feature Not A Bug
Quantum Names Pop
All Cap Investing With Kirk Spano

Episode transcripts

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