AI stress tests, market volatility, and the Fed’s next move 2/2/26
Episode 42 min 39s

AI stress tests, market volatility, and the Fed’s next move 2/2/26

AI’s infrastructure bill is coming due. Markets digest Oracle’s warning, OpenAI’s funding risks, and the real cost of the AI race. Plus, silver and gold swing sharply, volatility returns, and the panel debates Fed leadership, rate cuts, and whether fundamentals can hold.

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