Milk Road Macro cover image

The Fed Has Lost Control of the System, And Nobody Knows How It Ends w/ Chris Irons

Milk Road Macro

00:00

AI buildout, valuations, and cautious stance

Quoth compares AI to the dot-com build-out, warns of oversupply and stretched valuations, and recommends caution into 2026.

Play episode from 32:12
Transcript

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