Analyzing Nvidia's Position in the Narrative Cycle of AI and Potential Peak

Alf and Brent look into various ''Trump trades'' now that the odds of a Trump election and Republican sweep have increased: is there still juice left? And where? Specifically, they also reflect on the use of options as macro traders.

Want to see Alf's Cheap Optionality Monitor?

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www.spectramarkets.com/school - use code JULY24 for $500 off

Stuff mentioned during the podcast:

GS piece on AI    https://www.goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf?ref=wheresyoured.at

Ed Zitron pieces on AI

https://www.wheresyoured.at/pop-culture/

https://www.wheresyoured.at/put-up-or-shut-up/

White House statement on Biden (find the spelling error)

https://www.whitehouse.gov/briefing-room/statements-releases/2024/07/17/statement-from-press-secretary-karine-jean-pierre-3/