EP117 Datacentres Baby!

Mark's living his best life on a boat in Cairns, so Kai and JT are joined this week by crypto-turned-TradFi convert Finn Jadel. The verdict? If you're not building data centres, you're falling behind — and the market is making that very clear.This week the team breaks down Google's blockbuster earnings (spoiler: it's all about the infrastructure), digs into Meta's AI talent war and its ongoing $80B Metaverse hangover, and debates whether the US economy would even be growing at all without the data centre CapEx boom. They also cover the Strait of Hormuz signal hiding in the oil futures curve, what the RBA is likely to do next Tuesday, and why the NASDAQ, S&P and Dow hitting record highs at the same time might not be as bullish as it looks.Plus — Finn walks through MPC Markets' "Buy the Dip" structured product, Kai reveals he's three points clear on the scoreboard, and JT confirms he is going full bear purely out of spite.