47:42Is the AI Trade Over? Why This Isn't a Bubble Yet ft. Jim Thorne
2.8K views · 1d ago · 47:42
Guest: Jim Thorne
Is the AI trade over? Is crypto heading into a bear market? Today we're breaking all of it down with Dr. James "Jim" Thorne, Chief Market Strategist at Wellington-Altus and one of the sharpest macro voices on X (@DrJStrategy).
Topics: Is the AI trade over? Is crypto heading into a bear market? · Welcome back, Jim Thorne · Polymarket, the midterms and industrial policy · Jim's tweet on the AI CapEx cycle · Is AI a bubble? Carlota Perez's phases of technology · Who wins in AI and who gets culled











