Why Markets Can’t Price AI
Feb 10, 2026•32 min
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Episode description
Ed Elson breaks down the software sell-off and Amazon’s earnings with Robert Armstrong, US financial commentator for the Financial Times. Then, he discusses what’s happened to Bitcoin over the past two weeks with Tom Lee, Chief Investment Officer of Fundstrat Capital. Finally, Ed shares his thoughts on what this latest chapter means for the story of Bitcoin.
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