Sudden Wealth Syndrome (EP. 485)

On episode 485, ⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠ discuss: what can stop the hyperscalers from spending, why the stock market is neat all-time highs again, speedball capitalism, how capex cycles work, it's a high beta decade, how to lie with statistics, young people are going to be fine, the top 0.1% is really rich, the problem with getting r ... Show More