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Podcast: Monetary Matters with Jack Farley
Episode: The AI Capex Bubble, Gold & Silver on the Rise, and Signs of Market Froth | Jack & Max
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Jack Farley & Max Wiethe react to the lack of employment data, discuss the “bubble” in AI capex, gold and silver’s recent rise and examine other signs of market froth pointing to the current stage of the market cycle. Jack and Max also discuss a few interesting short and long opportunities they are playing.
Follow Jack Farley on Twitter https://x.com...