Join Sam Rines, a sharp analyst on market trends, and Jeff Weniger, who dives into consumer behavior, as they explore the resilience of middle- and upper-income consumers amid economic uncertainties. They discuss the struggles traditional brands like Kraft-Heinz are facing and delve into the gold market's buoyancy influenced by central bank buying. Blake Heimann and Chris Gannatti then highlight insights from a tech conference, examining AI infrastructure, chip supply dynamics, and the growing importance of tech giants like NVIDIA in a landscape reminiscent of the 2000 bubble.
