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Financial Friday: The Everything Bubble
FF: The Everything Bubble We are in the Everything Bubble, and we are not even close to rebalancing things. This is creating interesting times and lots of opportunities. We talk about investments and volatility. We also cover the difference between good debt and bad debt, why we don't like loans that are more than 20 years in duration, and how the government is wasting more money getting involved in another war. We also talk about AI data centers, how much they are spending to build them, how much these centers have made so far, and some of the crazy decisions being made by companies like…
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