AI demands energy and infrastructure to operate at its full potential. But do these demands exceed current capacity, and how do markets respond to further technological advancements?
Brad Sanders of Tectonic Advisors joins the guys to discuss the latest investments into data centers and the market response to these developments. Plus, they also dive into recent market performance, including the S&P 500, international stocks, and gold, and the likelihood of a Fed rate cut later this year.
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