This Millennial Investing podcast episode features an interview with Richard Jarc, CIO of New Era Funds, about Alphabet (Google) and Airbnb. The discussion covers Alphabet's revenue streams (search, YouTube, Google Cloud), the value proposition of Google Search advertising, and the potential of Alphabet's "Other Bets" division, including Waymo. Jarc explains why he's bullish on Airbnb, highlighting its strong growth, lack of major tech competition, and efficient operations. Listeners gain insights into the valuation and risks associated with investing in Google and Airbnb, along with a comparison of Google's two stock tickers (GOOG and GOOGL).
