Video Description
This week, we discuss why AI is breaking the social contract between public markets and the American people. We deep dive into why only the self-motivated will win the AI era, the $60 trillion wealth transfer from boomers to millennials and Gen Z, the rise of scarce asset trades (Ferraris, Birkins, dinosaur bones), why the Anthropic and OpenAI IPOs at multi-trillion valuations might break markets, why May CPI hitting a 3-year high pushes December hike odds to 70%, why Mythos and quantum risk are overhyped, and where we're putting cash to work in gold, uranium, and pipeline MLPs. Enjoy!
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