I had the pleasure of being hosted by Tony Nash of Complete Intelligence along with Tracy Shuchart and David Cervantes. We cover a lot of ground regarding the macro situation, housing, and food-related commodities. You can check it out here: https://www.youtube.com/watch?v=5oA_JWuM2-8.
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Overview: Today, we got the August Consumer Price Index (CPI) report which showed an overall increase of 2.5% for the last year and 0.3% for the month. That’s below...
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The big story in investing this year has been optimism and worry about demand for the chips powering AI applications. While generative AI has demonstrated some impressive capabilities, there...
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