Investing Experts cover image

Investing Experts Live: Beth Kindig and Andres Cardenal's top growth picks for 2026

Investing Experts

00:00

AI bubble debate and supply constraints

Beth argues AI is monetizing, not a bubble, and emphasizes severe supply constraints across the AI stack.

Play episode from 23:13
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app