Michael Barry's investment process
Barry made a last-ditch move after the financial crisis of 2008, almost out of the public eye.
- His attitude towards media and investors was indifferent, which made the returns he received after the crisis unrecognized.
In a new wave of dialogue, Barry once again focused on the financial market, especially the artificial intelligence domain.
Topic 2: Views on the current market
- Barry pointed out that the proportion of investment capital invested in the stock market exceeded 50% in the past, which resulted in a loss of the discovery function.
He expressed doubts about the valuations of companies such as NVIDIA and Palantir, believing that these companies are not the real beneficiaries of the AI wave.
Barry believes that in the future, when the bubble bursts, the market will completely collapse, rather than being limited to technology stocks like in 2000.
The final step and action project
Barry plans to continue to explore the market in the future, especially by observing the performance of companies related to artificial intelligence.
He may restart social media activities to share more of his views and analysis.
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