The Growth of AI, Crypto, and Small-Caps
Doug and Greg Stokes begin this week's discussion with NVIDIA's recent earnings report, the ongoing AI race, and the implications of new data centers. They explore the characteristics of market bubbles, particularly in the context of AI and cryptocurrency, and analyze the performance of small-cap stocks versus large-cap tech. The conversation also touches on interest rates, economic policies, tariffs, and international markets.
Key Takeaways
[00:17] - NVIDIA Earnings + data center construction [04:07] - Talking AI and bubbles [10:30] - Crypto remains volatile [16:49] - Small-caps and International Markets [21:30] - Inflation, tariffs, and the market’s aftermath election reaction
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Links
Which asset has the best bubble potential? AI Investments Are Booming, but Venture-Firm Profits Are at a Historic Low Crypto Entrepreneur Bought a Duct-Tape Banana for $6.2 Million. He Plans to Eat It—and Also Send It to Space. Detrick: Most might not realize that over the past year small caps have done better than the QQQ. Roche: Could Trump be Deflationary? Truflation The Great Transformation: China’s Road from Revolution to Reform
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