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Open original source ↗New Pod. 2025 Frameworks. Lots of charts in this one on valuations, compute capex, rates, inflation, federal spending / budget, etc. Lower taxes, lower regs, ai supercycle vs. higher valuations and rates - where do markets go from here? 📈
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BG2. Public Market Predictions; Rates & Inflation; @DOGE, Budget Analysis, CES, AI Compute & More. 👊💥@altcap @bgurley https://t.co/3T2RlF0Zpl
BG2Pod ↗