E37: Bears, You Are Not Serious People
Facts vs Feelings with Ryan Detrick & Sonu Varghese
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AI and the Future of Capital Markets
We like looking at non-defense capital goods. CAPX has sort of been, you know, kind of stacked for about two decades. And we're kind of seeing that hopefully breaking out a little bit companies starting to invest. No one truly knows how big AI could be,. But there's some really smart people think there's a lot of potential in it.
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