Macro analyst Stephanie Pomboy returned for a livestream this morning.In it, we discussed the gargantuan debt financing needs of the AI sector and how the competition for funds across public & private companies AND the federal government is highly likely to create undesirable trade-offs.We also talked about the recent Fed moves and how they signal all is not well in the financial plumbing, the rising unemployment rate, whether the current bull run in the precious metals is likely to continues, and Stephanie’s thoughts on the energy sector.
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