Market Insights
Brad discusses the recent market trends, highlighting the disparity in stock performance and potential impact of rising inflation on Fed policy. Larry Summers' views on a possible rate hike provide a thought-provoking perspective on the market's future trajectory.In this clip
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BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03
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