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Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
The AI Capex Bubble, Gold & Silver on the Rise, and Signs of Market Froth | Jack & Max
Monetary Matters with Jack Farley
1 hour 4 minutes
1 month ago
The AI Capex Bubble, Gold & Silver on the Rise, and Signs of Market Froth | Jack & Max
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
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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
Monetary Matters with Jack Farley
Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
