Who can afford to build AI infrastructure

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Jim Bianco, President of Bianco Research, warns the Federal Reserve is making a dangerous policy error by cutting rates into persistent 3% inflation, expects stock market returns to normalize, and predicts precious metals will continue surging while cryptocurrency has lost its disruptive purpose by seeking traditional finance approval. Watch Jim’s last interview with David: https://youtu.be/6hEJ38sRl-E*This video was recorded on December 17, 2025.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW JIM BIANCO:Bianco Research: https://www.biancoresearch.com/visitor-home/X (@biancoresearch): https://x.com/biancoresearchBianco Advisors: https://www.biancoadvisors.com/YouTube: https://www.youtube.com/biancoresearchLinked-In: https://www.linkedin.com/in/james-bianco-117619152/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.1:45 - AI spending bubble4:50 - “Indicator Blackout Period”6:40 - Labor market8:32 - Deportation10:45 - Inflation15:39 - Housing18:45 - Prediction markets: The Fed Chair22:44 - Inflation28:36 - Risk-on outlook and Bitcoin33:33 - Tokenization35:29 - Bitcoin outlook and adoption case38:34 - Precious metals40:36 - Highest conviction assets#stocks #investing #economy