LLM/AI Roundtripping Nonsense & Why Volatility is the Actual Price of Money
My Latest Podcast Appearance - "Rebel Capitalist Interviews"
This week I was a guest on George Gammon’s “Rebel Capitalist” podcast. Please don’t be taken aback by the video title as I am sure George used that to drive traffic and bend a knee to the almighty YouTube algorithm. To be clear, I don’t think NVDA is the next Enron, but I do think there are red flags all over the place in this LLM capex bubble. Ed Zitron (wheresyoured.at) just published fantastic aggregation and analysis of all these absurd spending announcements we have seen recently. Ed is definitely worth reading and subscribing to as he chronicles these bubblicious times.
The rest of the conversation is about my macro framework and outlook on the current situation.
Enjoy.
YouTube Link to the podcast with George Gammon
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