Raoul Pal: The Journey Man cover image

The Next Perfect Trade (And Why It Only Happens Once a Decade)

Raoul Pal: The Journey Man

00:00

Capex boom for AI and energy constraints

Raoul highlights a major capex cycle for chips and data centers; they discuss energy bottlenecks and tech obsolescence.

Play episode from 39:50
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