The decanted portfolio

St. Emilion, Malbec and AI bubble gossip


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Bastien and Nico discuss about the latest wave of NVIDIA earnings (very positive, but) unable to stop fears of an AI bubble (companies over-investing) that is rattling financial markets.

With those moody, fascinating, incongruent market moves we have selected and discussed the character of Bordeaux (St Emilion) , Cahors and Argentinean Malbec wines.


And we debunk a couple of wrong myths on how to consume wine.


Enjoy!

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The decanted portfolioBy Nico and Basti