
The episode examines the potential overvaluation of AI stocks, drawing parallels to historical technology booms where investor enthusiasm led to inflated share prices and poor investment choices. It also explores strategies for investors to hedge against stock market risks, including bonds, gold, and dividend stocks, while noting the limitations of traditional hedges due to recent market behaviors. The podcast further investigates the future of Turkish leadership, considering President Erdogan's potential successors amid speculation about his health and political strategies. Possible candidates include his son, Bilal Erdogan, and Foreign Minister Hakan Fidan, while analysts debate the likelihood of an Erdogan dynasty given the president's declining popularity and the public's aversion to dynastic succession. Finally, the life of literary agent Georges Borchardt is remembered, highlighting his role in discovering Samuel Beckett and Elie Wiesel.
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