AI CapEx, Labor Supply, and Inflationary Risk

Alf and Brent discuss the massive AI-driven rally which is beginning to have strong implications for broader markets and the economy. Brent presents the consensus view from several hedge fund PMs he met in Singapore - are they riding the bubble or afraid it's going to burst soon? And what about bonds, gold, and the USD?

Get in touch with Alf via Bloomberg (ping him at Alfonso Peccatiello) or via email at alf@palinurocapital.com

Get in touch with Brent via Bloomberg (ping him at Brent Donnelly) or via email at bdonnelly@spectramarkets.com