2024-05-11 12:00:00 ET
Summary
- AI data center capital spending boom is evident and will continue to drive the market.
- US exceptionalism is ending due to excessive fiscal spending and inflationary pressures.
- Investing in gold miner stocks is recommended as they are undervalued and provide protection against inflation.
Listen below or on the go on Apple Podcasts and Spotify
AI data center capital spending boom and the end of US exceptionalism (0:20). Why everyone should own gold miner stocks (2:40). Is the Fed handling inflation? (5:35) 10-year yield outlook short and near term (8:40). This is an abridged conversation from a recent Investing Experts podcast .
Transcript
Rena Sherbill: David Daglio, welcome to Seeking Alpha. Thanks for making the time....
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For further details see:
Will Inflation Be Larger Than We Think?