Hey everyone, as you know, on this podcast, I bring the best guests in the world at that nexus of understanding of macro crypto and the exponential age of technology.

If you're enjoying the show, a quick five-star rating goes a long way. It helps us grow and keep these conversations coming with the best guests in the world. Thanks a lot. Is this AI boom a bubble or is it just the beginning? Happy Wednesday, everyone.

Welcome back to another edition of trading the markets, but it is a little bit of a new

edition of our show because we are focusing on AI, not just this week, but going forward on our

show on Wednesday. We will be focusing it on AI, the new tech taken over our industry and our future and everything in

between. So come ready with that in mind. And of course, it is also AI Tech Week, trading

the future here at Real Vision. And the content already has been absolute fire. We've been digging

in to how to trade the future,

where the real infrastructure money is hiding, who's paying for it, who wins second order,

and what people are still missing. So definitely make sure you check that out. You can sign up

now on Real Vision by joining using the link below and get started. I think starting with Andreas and

David Matten's conversation today, the 26th outlook for AI is probably a good idea of where

to start. But again, like I teased at the top of the show, AI is not just a bubble, right?

It is the beginning.

And on the most recent Rao Pal juryman, Andreas Stino joined Rao, and they talked about this new technology.

And one of the key points of their discussion was that this isn't the 1999.com bubble.

Companies are funding AI with real cash and not debt.

So if we're in that sweet spot right now of solid growth and that cooling inflation,

this AI boom could really be the start of something big and a long productivity wave.

And that's exactly what we're aiming here to do on the show. So with that

said, Chris, welcome to the new show. How are you doing? I'm really excited for what we got.

Yeah, me too. I'm so excited. I've been waiting for this for a long time now. I feel like

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