Remi Tetot on AI, Crypto, and Uranium

Forward Guidance

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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.