Why the AI is there a tech sell off??

Great companies do not always make great investments

With AI stocks grabbing headlines lately, Colin and Greg ask the question a lot of investors skip: what are you actually paying for that future growth?

In this episode of The Free Lunch Podcast, they talk through market concentration, the Magnificent Seven, and why a diversified portfolio usually beats chasing the next big theme, whether that's AI today or dot coms back in 2000.