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Paul Kedrosky: Nvidia Is Now the AI Bubble's Single Point of Failure

Go checkout The Dick & Paul Show on YouTube Dan Nathan interviews Paul Kedrosky about the AI-driven surge in non-residential fixed investment and why today’s data-center buildout resembles prior overbuild cycles like railroads and fiber. Kedrosky argues the current moment is unus ... Show more

. 1h 40min

Fixing Wall Street's AI Problem with Phill Rosen, CEO of Astraeus

Dan Nathan interviews Phill Rosen, CEO/CTO and co-founder of Astraeus, an AI infrastructure company for wealth management. Rosen recounts his path from college dropout to fintech builder, including Orchard Platform and Even Financial (later MoneyLion Engine), explaining how API-e ... Show more

. 48min 29sec

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