Remi Tetot

Topics include caution around stock market valuations, cyclical nature of Nvidia's data center business, skepticism towards AI hype, discussions on Fed's balance sheet and rate cuts, insights into the crypto market trends and investment strategies, uranium supply and demand dynamics, and Remi's long idea on homebuilders.

Remi Tetot, known as “The Mad King,” is a macro strategist who dives into the evolving market landscape shaped by liquidity and fiscal dominance. He discusses how liquidity has overtaken fundamentals, the desynchronized global economic cycles, and housing's potential to restart the business cycle. Remi also explores crypto's maturation, why narratives now drive asset prices, and the implications of AI on human capital. He emphasizes the need for investors to adapt to these shifts while staying mindful of behavioral trends.