The Blob: Capital, China, Chips, Chicago and Chilliwack
About this episode
The episode discusses the intersection of AI, government investments, and economic policies affecting equity markets and municipal solvency.
In this piece, we look at the AI and data center takeover, and the OpenAI-Oracle deal; the US government equity investment in Intel, the origins of TSMC and how many countries support national champions via industrial policy; efforts in China to reduce excess capacity and consequences for equity investors; crime and municipal solvency in Chicago and Illinois; how tight net new equity supply has been supporting US equity markets since 2011; and pictures from Chilliwack, Canada. View video here
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