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Are the hyperscalers too cheap to keep selling?
Episode 372
Published 2 months ago
Description
We examine how the AI investment boom is transforming hyperscalers into increasingly capital-intensive businesses, why investors are becoming less tolerant of rising AI capex, and what that means for market risk. Also, we explain why 42 Macro believes the Fed may be deliberately tightening cyclically to create room for structurally easier monetary policy in the future.