In this episode, we discuss the paradox of investing in innovation. How do you invest in the future while trying to avoid bubbles? Innovation creates excitement, which often creates high valuations. Is investing in high valuation companies or companies without earnings a bad investment strategy?
Show Notes
Rob Arnott of Research Affiliates on Bubbles
Wisdomtree on the Performance of High-Multiple Stocks
FPOG Podcast on Alternative Investments
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