The Bull Market in Electricity
The Compound and Friends
Intro
This chapter captures a light-hearted exchange among participants as they reminisce about their summer experiences and playfully critique each other's outfits. Their jovial banter also leads to a brief discussion on future market trends in the semiconductor industry.
On episode 206 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jan Van Eck to discuss: Nvidia earnings, AI replacing jobs, future energy demands, why the national debt matters, the case for gold, private equity returns, and much more!
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