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Jack Farley & Max Wiethe react to the lack of employment data, discuss the “bubble” in AI capex, gold and silver’s recent rise and examine other signs of market froth pointing to the current stage of the market cycle. Jack and Max also discuss a few interesting short and long opportunities they are playing.
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Follow Max on Twitter: https://x.com/maxwiethe
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Timestamps:
00:00 Intro
00:27 No Jobs Numbers & Government Shut Down
02:12 AI Capex Bubble
09:55 Market Bubbles
19:08 Gold & Silver on the Rise
30:21 Fiscal AI
31:44 Opportunities for Shorting ($SWBI)
46:13 Data Center Buildout Theme
48:21 Rates Market is Too Dovish
52:26 Polling the Audience
55:53 Small Cap Season
57:35 Trusting the Bull Market
