Remi Tetot on AI, Crypto, and Uranium

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Timestamps:

(00:00) Introduction
(00:38) Stock Market Rally Has "Room To Go" But Tetot Is "Cautious" Around Nosebleed Valuations
(06:11) Nvidia's Data Center Business Is Cyclical, Notes Tetot
(07:53) AI Is A Bit Overhyped, Argues Tetot
(18:47) The Business Cycle Is Still Digesting The Excess
(21:29) VanEck Ad
(22:14) The Fed's Balance Sheet
(24:37) When Will The Fed Start To Cut Rates?
(33:42) Crypto
(38:57) Key Learnings From Last Crypto Cycle
(47:35) Uranium
(54:56) Remi's Long Idea On Homebuilders
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.