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3min chapter
Growth Scare: Yes or No?
The Macro Trading Floor
Analyzing the Peak of AI Capital Expenditure
This chapter explores the current state of capital expenditure in the tech sector with a focus on artificial intelligence. It discusses cyclical patterns in spending, draws parallels with historical economic events, and examines recent trends that could signal a shift in future investment strategies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode