New pod out this morning with @pboockvar & @GuyAdami 🎙️ 📊🌎 Rising Global Yields Alert 💵🔮 Fed Cuts: What's Priced In? 🛒📈 Retailers Test Price Elasticity 🖥️❓ Nvidia Earnings: Real AI ROI? YouTube: youtu.be/Ic6OEBRItdI Apple: apple.co/4lFdw9d Spotify: tinyurl.com/4hn2ppc5
@RiskReversal @pboockvar @GuyAdami They’ve been wrong for years and so have I Nobody can model this level of debt, stimulus, locked in low rates
@RiskReversal @pboockvar @GuyAdami #3 👇 Peter says the quiet part out loud. There is a formidable global competitor in #AI. US domination a la the internet isn’t quite baked in the cake just yet
@RiskReversal @pboockvar @GuyAdami #3 👇 Peter says the quiet part out loud. There is a formidable global competitor in #AI. US domination a la the internet isn’t quite baked in the cake just yet