Rebel Capitalist News cover image

GDP Shocks The Market...Has The Recession Arrived?

Rebel Capitalist News

00:00

AI CapEx: Fixed Investment Tailwind

George identifies surging AI-related computer spending as a key contributor to fixed investment and GDP support.

Play episode from 09:07
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