Brian Stewart
๐ค SpeakerAppearances Over Time
Podcast Appearances
It's a bonanza.
It's a bonanza.
I can tell you some companies do have money and some companies don't.
And I can tell you in that sector, there's a lot of money as we all see being moved around there.
So definitely interesting to see how that will play out.
And then speaking of like the labor situation, what would you say about the jobs data we saw this week?
To your point about the coders, you know, perhaps now having to become construction workers and then building a certain kind of world and now they're having to build a concrete tangible, perhaps they'll be involved with that.
I remember reading an article like more than a decade ago or perhaps just about a decade ago in the New Yorker about AI and they were saying how
At the end, humans will have robots putting bags over their head and we're going to be laughing and saying, isn't this ironic?
And I think a lot of people are right now wondering if they are the architects of their own demise as AI comes chugging along and probably replacing a lot of what we see.
But also there's still so much yet that we don't know.
There's a lot of fear, of course, because of that uncertainty.
But also I think...
The call is for patience as we see how the world evolves.
And one stock I wanted to mention as we watch the world evolve, and we were talking about stocks that have been on the rise, but a stock that has been on the decline has been Roblox.
And that was a stock that was on fire in recent years.
Anything to say about that and how that may speak to the trends that we're seeing play out?
Change is the only constant.
Remember that.
What do you got for us next week?