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Did the US government just rubberstamp the AI bubble?
Episode 347
Published 3 months, 2 weeks ago
Description
Darius Dale explains why growing government involvement in frontier AI models may reinforce investor confidence in the AI CapEx boom and the broader Paradigm C bull market. He also discusses the surge in equity issuance, the outlook for economic growth, and why 42 Macro's recession indicators continue to point to a resilient U.S. economy despite rising concerns around labor market data.