“It’s a game of dominoes… We’re not debating here the quality of the technology and how it’s going to change all our lives. We’re debating what it takes to create that.” 💸
@pboockvar joins @RiskReversal on:
- The US deficit vs. GDP is now bigger than France’s
- Hyperscalers borrowing up to $500B this year
- $META’s Muse and the AI agent wars
- Brent at $105
- Bank earnings next week
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