James Davolos is a Portfolio Manager at Horizon Kinetics. In this conversation, we discuss oil & gas coming together with bitcoin mining & AI data centers, what is going on down in Texas, how the companies work, impact on artificial intelligence, bitcoin mining, data centers, and where the world is headed.
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Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/
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