Real Vision: Finance & Investing cover image

Do Markets Care About Trump’s Tariffs?

Real Vision: Finance & Investing

00:00

CapEx surge without market returns

They note massive capex similar to 2000 but without corresponding stock returns, suggesting markets price weak ROI from AI build-out.

Play episode from 23:16
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app