Bull in a China Shop (guest: Leonid Mironov)
The Market Huddle
00:00
Exploring AI Skepticism and Energy Market Dynamics
The chapter delves into skepticism towards AI technology, drawing parallels to past experiences with Bitcoin. Speakers discuss personal encounters with AI, energy consumption concerns, efficiency of AI applications like chatbots, and challenges related to increasing power demand. The conversation transitions to the energy market dynamics, covering topics like copper investments, Chinese copper producers' actions, challenges faced by companies, discussions about gas and oil markets, and analysis of the uranium, copper, and aluminum markets.
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