Investor's Corner: Sell the Shovels, Keep the Cash

Podcast: YPO Technology Network AI Brief · Stephen Forte

Opublikowano: 2026-10-24

Weekend Investor's Corner. Stephen opens a periodic investing deep dive: AI shovels versus AI loans, gold miners that finally keep the cash, uranium against oil, a word on copper, and how AI changed the homework. Personal view, not investment advice. Prices as of Friday 23 October 2026. In this episode, Stephen Forte covers: Investor's Corner. A new periodic feature. Not every Saturday. When the markets give something worth a deep dive. Track record from YPO and CEO investing talks: whole portfolios about twice the S&P 500. Leaders include Nvidia from 2017, gold miners from October 2024, and copper from that...