TLDR cover image

What Happens When the Housing Bubble Bursts?

TLDR

00:00

Watching the AI CapEx Cycle as a Market Signal

Brent highlights AI capital expenditure trends as a key macro indicator that could shift markets and economic momentum when it peaks.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app