But I think Silicon Valley's view now is that, you know, tech companies have gotten

too complacent and too fat, and that Alphabet's margin should be a good deal higher, given

the growth they've experienced, and given the, you know, the quality of the business.

Hello, and welcome to the Baron Streetwise Podcast.

I'm Jack Howe, and the voice you just heard, that's Baron's associate editor and my

pal, Andrew Barry.

Each year at this time, Andrew puts together a cover story highlighting 10 stock picks

for the year ahead.

I want to talk with him about some of the picks and how he chose them, where the stock

market and house prices and inflation are headed.

Listening in is our audio producer, Jackson, hi, Jackson, hi, Jack, is there any business

that we have that we should get to before we jump into my conversation with Andrew?

Not unless you have something.

You know, I have things, maybe for future episodes.

I feel like the finance world was a buzz this past week over that crypto entrepreneur Sam

Bankman freed and his indictment and his frizzy hair, and there was a lot of talk about

Elon Musk selling more stock, and then, of course, former president Donald Trump's announcement

that he had a major announcement, and then that announcement turned out to be the launch

of $99 digital trading cards with his head superimposed on the body of a race car driver.

There was an astronaut fighter pilot.

One of them might have been an old West sheriff.

I don't want to minimize the newsworthiness of all of these items, but can we just note

...