Tech Fringes Show Earmarks of a Bubble: Gabelli’s Ward

The transcript discusses the presence of a bubble in certain tech market segments, particularly during stock split events involving companies like Apple and Tesla. It highlights how stock splits do not change company fundamentals but can lead to increased investor activity. The discussion also covers high valuations in smaller tech companies, while mainstream tech companies like Apple, Amazon, and Google are seen as appropriately priced. The transcript concludes with insights into investment strategies influenced by low interest rates and significant cash reserves in money market funds.

What is the significance of the bond market in relation to stock investments?

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What are the implications of having over $5 trillion in money market funds?

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