Скачать или смотреть How to Make Money in the Bull Market for Electricity | TCAF 206

On episode 206 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by ⁠Jan Van Eck⁠ to discuss: Nvidia earnings, AI replacing jobs, future energy demands, why the national debt matters, the case for gold, private equity returns, and much more!

This episode is sponsored by Public.
Fund your account in five minutes or less by visiting: http://public.com/compound⁠

00:00 - Cold Open
08:51 - Intro
10:35 - VanEck celebrating 70 years
16:14 - Nvidia, earnings, and AI
25:55 - Bull Market in Electricity? Energy, Nuclear, and Natural Gas
33:57 - US Credit and The Deficit
42:20 - Private Equity
51:32 - Crypto
56:50 - Tokenized Securities
01:02:17 - Looking Ahead

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