Monetary Matters with Jack Farley cover image

“Mother All Crises” | Luke Gromen on America’s Choice Between AI Dominance and Real Value of Treasury Market

Monetary Matters with Jack Farley

00:00

Trade idea: Infrastructure long, semis short

Luke explains preferring infrastructure exposure (grid) over semiconductors given grid bottlenecks and rising capex costs.

Play episode from 01:15:09
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