Episode 95: AI Hype is Real

In this episode, we discuss last week's statements by Fed governors, the still-strong consumer spending and the hype around AI. 

00:00:00   Introduction

00:00:08   Waiting for Data

00:01:38   Consumer Spending Still Strong

00:02:10   Slowing Retail Comps

00:03:38   The State of the Energy and Materials Markets

00:05:26   Back to 1990s?

00:10:39   Conclusion