Remi Tetot on AI, Crypto, and Uranium

Published: March 3, 2024, 10:24 p.m.

b'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.\\xa0\\n\\nVanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/\\n__\\nFollow Remi on Twitter https://twitter.com/TheKingCourt\\nRemi\\u2019s Substack, \\u201cThe Mad King\\u201d: https://onemadking.substack.com/\\nFollow VanEck on Twitter https://twitter.com/vaneck_us\\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\\n__\\nUse code FG10 to get 10% off Blockworks\\u2019 Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london\\n__\\nTimestamps:\\n\\n(00:00) Introduction\\n(00:38) Stock Market Rally Has "Room To Go" But Tetot Is "Cautious" Around Nosebleed Valuations\\n(06:11) Nvidia\'s Data Center Business Is Cyclical, Notes Tetot\\n(07:53) AI Is A Bit Overhyped, Argues Tetot\\n(18:47) The Business Cycle Is Still Digesting The Excess\\n(21:29) VanEck Ad\\n(22:14) The Fed\'s Balance Sheet\\n(24:37) When Will The Fed Start To Cut Rates?\\n(33:42) Crypto\\n(38:57) Key Learnings From Last Crypto Cycle\\n(47:35) Uranium\\n(54:56) Remi\'s Long Idea On Homebuilders\\n__\\nDisclaimer: 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.'