New episode is out now! @fejau_inc @Tyler_Neville_ @qthomp We discuss: - The macro super bowl (FOMC, GDP, QRA etc) - AI capex is the economy - Are we in stagflation? - Will market euphoria fade in August? - Strategy's Q2 earnings & more! Timestamps: 00:00 Introduction 01:56 Takeaways From Economic Data 08:51 AI Capex Is The Economy Now 11:09 VanEck Ad 11:53 AI Capex Is The Economy Now 17:46 Are We In Stagflation? 22:16 Will Market Euphoria Cool Off In August? 29:05 VanEck Ad 29:50 How To Navigate Stagflation? 38:12 Strategy’s Q2 Earnings Links Below ↓