Before they head out to Jazz Fest, Doug and Greg analyze why the market continues to shrug off the Iran conflict, relate AI to this generation’s railroad construction, and praise the economic and technological prowess of the United States. 

Key Takeaways

[00:17] - Come see us at Jazz Fest

[01:21] - Why the market doesn’t care about Iran

[04:38] - AI is the real deal

[07:22] - Tech’s historic capital expenditures

[11:22] - Gas prices are up, but way less here at home

[15:23] - The wonder of American innovation

View Transcript

Links

Torsten Slok: The Radiologist Paradox

WSJ: Big Tech Strikes Gold With AI, but at a Steep Cost

Amazon's $364 Billion Backlog is the Bull Case for its AI Spending Boom

Why Gasoline Is So Much Cheaper in the U.S. Than Overseas

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Doug Stokes

Greg Stokes

Stokes Family Office

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