The AI Gold Rush Meets an Oil Shock | Protect the Pile Episode 25

Visit HedgeyeAM.com for more info 00:00 – Markets Return With Oil, Rates & Quad 2 in Focus 06:00 – The Weak Dollar Tug-of-War 12:30 – Midterms, Politics & the Coming Defense Spending Boom 15:00 – Iran, the Red Sea & the Growing Oil Supply Risk 23:00 – Why Modern Warfare Is Becoming More Expensive 28:30 – Can Policymakers Keep Markets Going Through the Midterms? 33:20 – Russia, Ukraine & a New Threat to Global Energy 38:00 – Could Higher Rates Break the AI Boom? 45:45 – The AI...