The AGI Race: The Defining Macro Force of Our Time is Here

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August 3, 2025
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Jordi Visser
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The AGI Race: The Defining Macro Force of Our Time is Here

Transcript

week and finally we get some uh weakness. Uh August starts off with a pullback, some bad economic data, tariffs continue, earnings were strong. Still a lot of stuff going on. Let's just get right to it. All right. Well, so the S&P was up three months in a row. Uh so we were due for a pullback. Uh should not be surprising at the same point that we s... Read More

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