Alessandro
@alessandrorisk
Father
Podcaster
Risk Taker
534 Following 2.3K Followers
Absolutely incredible to get @EMostaque on the podcast this week.
I’ll be dropping lots of clips over the next few days as there were so many incredible takeaways from the conversation.
Emad thinks that, as of this week, Humans are no longer the smartest beings on the planet which is pretty mad to think about.
It’s mental to get to speak to people like Emad as a job tbh.
Massive thanks for giving up the time sir!
Full show in comments.
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Nine technology companies are carrying about 3 trillion dollars of commitments off their balance sheets, Alphabet alone for 811 billion at the end of June, and Nvidia is now standing behind a 500 billion dollar financing platform built for its own customers' chips.
I put all of that to Tavi Costa on Risk Takers this week and asked whether it turns AI from a debt trade into a credit cycle.
Costa said no. Measure the debt against the assets across the whole technology sector, and Costa's read is that there is very little of it next to what those companies own.
That 3 trillion is roughly three times the same nine companies' reported leases and borrowings combined.
@TaviCosta
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The CLARITY Act is an altcoin trade. Anthony Scaramucci says passing it rallies XRP and Solana, and does nothing for the asset that never needed permission.
XRP and Solana are $67bn and $42bn. Bitcoin is $1.26 trillion, nearly twice the next seven coins combined.
@Scaramucci
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"From San Antonio to Austin is just one big new build site. It makes me physically nauseous."
@m3_melody on Austin. 26,000 homes listed for rent in a city of a million, rents tanking, some landlords offering six months free. Sellers rage delisting because nobody's buying. @RiskTakers000
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Absolutely incredible conversation with Melody Wright about how the AI data center buildout is quietly turning into a property trade.
She's back out on the road very soon, walking the actual sites, and she says she is expecting to be terrified.
One data center in Ohio already has 25,000 construction workers on it, and she thinks if one of these projects stalls it takes a huge chunk of the economy down with it.
Her point: WeWork called itself a tech company and turned out to be real estate. She sees the same thing across the whole AI buildout, and she expects Q4 to be where it shows.
Full episode on @RiskTakers000 now.
@m3_melody
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Just fyi, eventually HYPE is going to breakout against BTC...
Joseph breaks down why Kevin Warsh’s recent push for rate cuts stands out, especially given his long public track record at the Fed during and after the financial crisis. @josephwang
Full show available on @RiskTakers000
@crypto_banter @Banter_Clips
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Here's whats to come next on @RiskTakers000 with @donnelly_brent 👇
I asked him what everyone's getting wrong about the Fed right now.
Everyone thinks Warsh is going to cut rates but Brent's not so sure.
He thinks we could see something very different by December.
@crypto_banter @Banter_Clips
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Henrik thinks Ethereum's big move is still ahead. @RiskTakers000
When Bitcoin takes all the thunder, Alts don't perform. But when Bitcoin only bounces into a top, that's when Ethereum takes off. He's looking at Bitcoin around 120K and Ethereum somewhere between 8-12K @HenrikZeberg
Higher bottom means higher top.
@crypto_banter @Banter_Clips
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A long, grinding bear market may be more dangerous than a sudden crash.
@josephwang says years of investors buying every dip has created the belief that stocks always bounce back quickly.
That psychology is what worries him most.
@RiskTakers000 @Banter_Clips @crypto_banter
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The US stock market cap to GDP hit 2.3x last year. The highest in 100 years.
@mikemcglone11 is calling for a potential 50% drawdown. The gold to Bitcoin ratio has collapsed twice before in history. Both times the S&P finished the year negative.
@RiskTakers000 @crypto_banter @Banter_Clips
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Clem is looking at what actually benefits from the AI buildout. @ClemChambers
Commodities getting sucked into a vortex. Second and third order effects most people aren't thinking about yet.
One example he gave has already 10x'd.
@RiskTakers000 @Banter_Clips @crypto_banter
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Two of the hottest stocks right now are CSCO and INTC.
Let that sink in.
Weekends are For Philosophy:
Happy Mothers Day!
Here's my philosophy in full.
Build a family.
I just sat down with @cz_binance at a secret location.
AND I promise you've NEVER seen this side of him!!!!
Here's the link to the interview:
