WealthVest: The Weekly Bull & Bear cover image

S10E34: Michael Green, Chief Strategist at Simplify Asset Management

WealthVest: The Weekly Bull & Bear

00:00

AI Build-Outs, Vendor Financing, and Bubble Parallels

Michael compares current AI infrastructure spending and vendor financing to the dot-com and fiber build-outs, warning of oversupply risks.

Play episode from 29:23
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app