Search for a command to run...
A deep dive into the credit market's First Brands bankruptcy, potential systemic risks, and its impact on financial markets, alongside a discussion of Trump's potential China tariffs and the stock market's reaction.
Jack and Max discuss the AI capex bubble, gold and silver's rising prices, market froth, potential short positions like Smith & Wesson, and their bullish outlook on US stocks, AI infrastructure, and precious metal streaming companies.