As always, I enjoyed talking markets w/ @michaelbatnick and @Downtown
We spoke yesterday morning (when it looked like $NVDA). Topics discussed:
-The sustainability of AI leadership,
-K-economy and policy implications,
-Breadth,
-Valuations, and
-Our new AI agent (Caliban)
The Case for a Year-End Melt-Up | TCAF 218🎙️
@Downtown & @michaelbatnick are joined by @WarrenPies, Founder of @3F_Research to discuss: Nvidia earnings, how the market will end the year, solutions to America's housing affordability crisis, and more!🔥👇💸
YouTube⏯️
Podcast🎙️
This episode is sponsored by: @Vanguard_Group and @public
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