Raoul Pal: The Journey Man cover image

Why the Nasdaq Could Surge Again

Raoul Pal: The Journey Man

00:00

Is the CapEx Cycle Overinvestment?

Andreas argues current capex differs from dot-com and energy cycles, offering better earnings payback than sell-side fears.

Play episode from 07:03
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