The Generational CAPEX Boom with Nik Bhatia (The Big Picture Ep. #3)
Join Nik Bhatia and James Check for this epic conversation about the generational boom in CAPEX spending, what the implications may be for soverign debt markets, and what the economic bears get wrong.
G’day Folks,
This morning I had the great pleasure of recording our third conversation with Nik Bhatia from The Bitcoin Layer, and this one was a real eye-opener for me.
We didn’t open a single chart, and dived straight into the action, discussing AI, and largest CAPEX boom the world has ever seen that supports it.
This builds on my most recent write up on The Biggest, Baddest Bear Market, and Nik delivers a tremendous amount of insight into the potential impact this CAPEX cycle is having on soverign debt, and FX markets.
There are a tonne of narratives out there trying to explain why the stock market being at all-time-high is an error in market judgement.
What if…the price is right?
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