Open Book with Anthony Scaramucci cover image

Venezuela Coup, Trump's Tariff Retreat, $40T Debt Bubble, Imperial Presidency, & Cuba Embargo

Open Book with Anthony Scaramucci

00:00

Macro positioning: commodities, dollar, and AI power needs

Michael summarizes portfolio bets—long commodities, steepener, weak dollar—and stresses AI/data-center power demand.

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