About this episode
AI data center spending boom and the end of US exceptionalism (0:20). Why everyone should own gold miner stocks (2:40). Is the Fed handling inflation? (5:35) 10-year yield outlook short and near term (8:40). This is an abridged conversation from a recent Investing Experts podcast . Episode transcripts: seekingalpha.com/wsb Show links: T-bills, gold and macro volatility Gold jumps to highest in a month as data signals slowing economy, likely rate cuts Citadel CEO Ken Griffin sees the Fed likely cutting interest rates later in 2024 Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)