
AI is not a dot-com replay, says 'The Nvidia Way' author
04 Dec 2025
5m
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In this podcast, Louis-Vincent Gave discusses the potential merging of the Federal Reserve and the U.S. Treasury, drawing parallels with Japan's bond market and its implications for the U.S. He explores whether the bond market, equities, or the dollar will "break" first, suggesting the bond market is most likely. Gave ...


















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