Excited to share this BONUS EPISODE of All Things Markets recorded last week at the Greenwich Economic Forum. The regularly scheduled episode comes out tomorrow!
@novogratz and
@Scaramucci break down the future of the U.S. economy, the massive AI investment boom, why Bitcoin could be entering a new bull market, and where we think the markets are headed next. Presented by
@SALTConference
Watch on X, YouTube, and Spotify.
Timestamps
0:00 Mooch & Novo Go Live!
0:45 Where Are Interest Rates Headed?
2:52 How AI could disrupt jobs and the economy
4:32 America's $41 trillion debt crisis
6:37 How Washington lost control of government spending
8:48 Can AI save the U.S. economy?
10:30 Inside Galaxy's massive AI data center expansion
13:41 The AI Revolution and its impact on American workers
15:08 Why Mike Novogratz is bullish on Bitcoin and crypto
18:08 Audience Question 1: Could Bitcoin solve America's debt crisis?
21:01 Audience Question 2: The AI arms race between the U.S. and China
24:34 Audience Question 3: What skills will matter most in an AI-driven future?
26:47 Audience Question 4: How should investors position their portfolios?
30:29 Bullish or Bearish