G’day Folks,
This morning I had the great pleasure of recording our third conversation with from , and this one was a real eye-opener for me.
We didn’t open a single chart, and dived straight into the action, discussing AI, and largest CAPEX boom the world has ever seen that supports it.
This builds on my most recent write up on The Biggest, Baddest Bear Market, and Nik delivers a tremendous amount of insight into the potential impact this CAPEX cycle is having on soverign debt, and FX markets.
There are a tonne of narratives out there trying to explain why the stock market being at all-time-high is an error in market judgement.
What if…the price is right?
Become a Premium subscriber to access today’s Video Update (59 mins).