AI Premium Meets Higher Rates

The market's trying to hold two ideas at once: AI can justify almost any multiple, and rates may need to stay higher for longer. That works until one of those stories slips.AI valuation sustainabilityInflation and yieldsAI capex and semiconductor pressure pointsNVIDIA and ChinaMarkets, breadth, and defensive signalsEnergy, housing, and consumer strainPolicy and geopolitics to watchOther stress pointsThis podcast was created with Podkey. Make your own at https://podkey.fm