Flying Cars, Deep Value in Korea, and Tech on Deck 10/16/26

Guests see the AI-stock selloff as a valuation reckoning, not a fundamentals break, while flagging deep value outside Korean chip names.

• AI pullback, not bust: Sylvan Capital's Michael Sansatera calls the Nasdaq's 3% weekly drop and chip ETF's 9-session losing streak (longest in 20 years) a 'reckoning' in valuations, not fundamentals, noting hyperscalers still borrow at 5.2-6.2% unlike stressed CoreWeave debt.
• Korea's hidden value: Verdad's Dan Rasmussen says half of Korean stocks trade below book value and the cheapest quintile trades at 8x earnings versus 16x in the US, with a Japan-style 'value-up' corporate governance reform now spreading as catalyst.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.