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AI Demand Is Booming. Why Are Token Prices Falling?
October 15, 2026 - Zach and Chase discuss the tension inside the AI boom: demand for compute is rising, but token prices are falling as the industry keeps investing in more capacity. They examine what that could mean for hyperscalers, leveraged neoclouds, and the economics of the buildout. They also discuss the bond market’s response to hot inflation data and the risks of shorte...

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AI Tokens Are Getting Cheaper. Is That Good News?
October 14, 2026 — AI-token prices are falling even as volume grows. Is that evidence the technology is getting cheaper to use—or a warning for businesses carrying huge infrastructure costs? Zach Abraham and Chase Taylor weigh the pressure on AI economics against the possibility that, if demand and forecasts hold, the AI trade is still underpriced. They also discuss the hot CPI ...

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Rudy Havenstein: Trump Says Inflation Will Pay the Debt. Who Pays?
October 14, 2026 — President Trump says inflation can pay down the national debt. Rudy Havenstein calls inflation “a super regressive default,” arguing that it shifts the cost onto ordinary households while the wealthy are better positioned to benefit.

Zach Abraham and Rudy discuss what official inflation measures miss, the Fed’s role in supporting asset prices, risin...

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The Market Is Splitting in Two—and AI Is Driving the Divide
October 13, 2026 — The biggest technology stocks continue to dominate the market, while small caps, rate-sensitive businesses and parts of the real economy are telling a very different story.

Zach Abraham and Chase Taylor break down an increasingly divided market: the Magnificent Seven reaching another record while small caps lag, crowded positioning between the Nasda...

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Apple Is Worth $4.5 Trillion. Can the Fundamentals Catch Up?
October 12, 2026 — Apple is now worth roughly $4.5 trillion and trading around 44 times earnings. Zach Abraham says he’s struggling to make the fundamental math work.Zach and Chase Taylor break down the disconnect between Apple’s enormous valuation, its recent revenue growth, buybacks and capital spending — and debate why investors continue treating the company almost like a saf...

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