In this week’s episode, Ethan Dunbar and Nicholas Cargill dig into two of the most talked-about themes in today’s markets: the explosive AI trade and the renewed shine of precious metals. They unpack just how big the AI boom has become — comparing NVIDIA’s valuation to global GDPs and stock markets — and discuss whether the excitement has gone too far or if broader opportunities still lie ahead.

Later, they pivot to gold and silver, exploring their historical relationship, how each responds during Fed rate-cut cycles, and why Revisor currently favors gold over silver. From Roman-era ratios to modern-day tariffs and cutting cycles, this episode blends data, trivia, and market insight into one engaging discussion.