PodcastKnow Your Risk PodcastOctober 23, 2026
What If We’re Still Early in the AI Boom?
Hosts review a volatile market day, uranium and miners, Ferrari, and argue AI capex is early and margins, not demand, are the main risk.
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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.