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Podcast: Unchained
Episode: Bits + Bips: Is AI CapEx a Bubble? And Is Inflation Already Dead?
Description: The Mag 7 have committed over $700 billion to AI infrastructure, but the companies building the models may never capture the value.
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Fuse: The Energy Network
The BLS just quietly revised away 862,000 jobs, and real-time inflation trackers now peg price growth below 1%, less than half of what official figures report.Â
If the Fed is steering monetary policy with stale data, investors need to ask what else the models are getting wrong.Â
At the same time, the Mag 7 have committed more than $700 billion to...