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“we've drunk our own Kool-Aid and believe that the US is the only place to invest and the last 18 months is a reflection of that that we've had a a a mini boom going on in the rest of the world all dri”
@Monetary Matters · The Monetary Matters Network
US data center investment sits at just 2% of GDP, leaving massive runway for the AI infrastructure boom to enrich international supply chain equities.
ACWXLONG@ $75.40
$75.37-0.04%
since call Jun 29
“we're going to end up with systematic inflation of the 2020s onwards. and the, you know, being a bond investor is not going to be a good place to be uh because interest rates are going to constantly b”
@Monetary Matters · The Monetary Matters Network
Data center investment hitting 2% of GDP fuels a massive infrastructure boom that guarantees constantly spiking interest rates and crushes long-term bonds.
TLTSHORT@ $86.88
$81.19+6.54%
since call Jun 29
peak +6.5%
TIMESTAMPS
26:52
26:52