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5min chapter
Where To Find Cheap Macro Optionality
The Macro Trading Floor
Analyzing Nvidia's Position in the Narrative Cycle of AI and Potential Peak
This chapter delves into the narrative cycle peak for Nvidia, highlighting concerns around AI spending monetization and the limitations of Large Language Models (LLMs) in achieving Artificial General Intelligence (AGI). Drawing parallels to past commodity supercycles, the discussion explores the trajectory of AI and offers insights on Nvidia and portfolio weightings.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode