Remi Tetot on AI, Crypto, and Uranium
Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Follow Remi on Twitter https://twitter.com/TheKingCourt Remi’s Substack, “The Mad King”: https://onemadking.substack.com/ Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london __ Timestamps: (00:00) Introduction (00:38) Stock Market Rally Has "Room To Go" But Tetot Is "Cautious" Around Nosebleed Valuations (06:11) Nvidia's Data Center Business Is Cyclical, Notes Tetot (07:53) AI Is A Bit Overhyped, Argues Tetot (18:47) The Business Cycle Is Still Digesting The Excess (21:29) VanEck Ad (22:14) The Fed's Balance Sheet (24:37) When Will The Fed Start To Cut Rates? (33:42) Crypto (38:57) Key Learnings From Last Crypto Cycle (47:35) Uranium (54:56) Remi's Long Idea On Homebuilders __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.