Single Best Idea with Tom Keene: Ira Jersey & Gene Munster

Ira Jersey, a financial markets guru, and Gene Munster, a tech investment visionary, dive into the pressing issues of inflation and interest rates. They dissect cyclical patterns affecting today's economy, urging immediate Federal Reserve action. The duo also highlights the crucial role of capital expenditures in the AI sector, forecasting a massive $150 billion investment over the next three years. Their insights on how companies like Tesla and Google are navigating these trends reveal vital implications for market performance.