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!)
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!)
Get every episode summarized
Each time Wall Street Breakfast publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Wall Street Breakfast
Treasury yields hit Financial Crisis highs
Wall Street Breakfast
Sep 10, 20264:35completed
Trump's ballot box bonus plan
Wall Street Breakfast
Sep 10, 20264:58completed
Anthropic researcher warns AI could kill us all
Wall Street Breakfast
Sep 9, 20265:08completed
Chime finds its Stride
Wall Street Breakfast
Sep 9, 20265:42completed