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.\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.