Today’s Talk Your Book is brought to you by Alger:
On today’s show, we discuss:
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Why today’s AI leaders differ from the internet startups of the 1990s
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Alger’s concentrated growth ETF, Alger 35 (ATFV)
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The case for Google as a winner in the AI trade
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How fundamental analysis led to an early investment in Nebius
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The debate and long term outlook for Meta
Listen here:
https://podcasts.thecompoundnews.com/show/animalspirits/
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The views expressed are the views of Fred Alger Management, LLC (FAM) and its affiliates as of August 2026. This material is not meant to provide investment advice and should not be considered a recommendation to purchase or sell securities. Holdings are subject to change. Past performance is not indicative of future performance.
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