Blue Wave Poses Greatest Risk to AI, Data Center Buildout, Says Kurt Kallaus (Preview)

Blue Wave Poses Greatest Risk to AI, Data Center Buildout, Says Kurt Kallaus (Preview)

June 4, 2026 · 2 min

About this episode

Kurt Kallaus discusses the implications of the Iran War and inflation on the US economy and stock market.

Jun 4, 2026 – Kurt Kallaus at ExecSpec.net discusses what the prediction markets are pricing in for the Iran War and the Strait of Hormuz in addition to discussing his outlook for the US stock market and US economy in light of growing inflationary...

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