Go offline with the Player FM app!
The AI Capex Bubble, Gold & Silver on the Rise, and Signs of Market Froth | Jack & Max
Manage episode 511063093 series 3627237
This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm
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/JackFarley96
Follow Max on Twitter: https://x.com/maxwiethe
Follow Monetary Matters on:
Apple Podcast https://rb.gy/s5qfyh
Spotify https://rb.gy/x56dx5
YouTube https://rb.gy/dpwxez
Timestamps: 00:00 Intro 00:27 No Jobs Numbers & Government Shut Down 02:12 AI Capex Bubble 09:55 Market Bubbles 19:08 Gold & Silver on the Rise 30:21 Fiscal AI 31:44 Opportunities for Shorting ($SWBI) 46:13 Data Center Buildout Theme 48:21 Rates Market is Too Dovish 52:26 Polling the Audience 55:53 Small Cap Season 57:35 Trusting the Bull Market
171 episodes
Manage episode 511063093 series 3627237
This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm
Jack Farley & Max Wiethe react to the lack of employment data, discuss the “bubble” in AI capex, gold and silver’s recent rise and examine other signs of market froth pointing to the current stage of the market cycle. Jack and Max also discuss a few interesting short and long opportunities they are playing.
Follow Jack Farley on Twitter https://x.com/JackFarley96
Follow Max on Twitter: https://x.com/maxwiethe
Follow Monetary Matters on:
Apple Podcast https://rb.gy/s5qfyh
Spotify https://rb.gy/x56dx5
YouTube https://rb.gy/dpwxez
Timestamps: 00:00 Intro 00:27 No Jobs Numbers & Government Shut Down 02:12 AI Capex Bubble 09:55 Market Bubbles 19:08 Gold & Silver on the Rise 30:21 Fiscal AI 31:44 Opportunities for Shorting ($SWBI) 46:13 Data Center Buildout Theme 48:21 Rates Market is Too Dovish 52:26 Polling the Audience 55:53 Small Cap Season 57:35 Trusting the Bull Market
171 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.