In Episode 19 of Inevitable Wealth, Jacky and Guilian explore whether artificial intelligence is a bubble - or simply capitalism doing what it does best: evolving. They unpack how global data center spending is set to surpass $590 billion in 2025, why this AI buildout is fundamentally different from the dot-com era, and how real profits and productivity (not speculation) are driving this cycle forward. From the rise of trillion-dollar data infrastructure to the discipline required to stay inv...
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In Episode 19 of Inevitable Wealth, Jacky and Guilian explore whether artificial intelligence is a bubble - or simply capitalism doing what it does best: evolving. They unpack how global data center spending is set to surpass $590 billion in 2025, why this AI buildout is fundamentally different from the dot-com era, and how real profits and productivity (not speculation) are driving this cycle forward. From the rise of trillion-dollar data infrastructure to the discipline required to stay inv...
Ep. 16 - Rate Cuts, Tariffs, Taxes & Tech — What Investors Need to Know
Inevitable Wealth
31 minutes
6 months ago
Ep. 16 - Rate Cuts, Tariffs, Taxes & Tech — What Investors Need to Know
We’re covering four major forces shaping markets in 2025: The Fed’s Dilemma: With rates still at 4.25%–4.50% and inflation stubborn, we unpack whether cuts are really coming.Tariffs & Trade: How rising tensions could impact portfolios and global growth.Tax Sunset Prep: What high earners should be doing now before rates and exemptions change in 2026.AI: Boom or Bubble? We spotlight where real long-term value may lie—and what to avoid.Smart insights to help you invest with confidence in an ...
Inevitable Wealth
In Episode 19 of Inevitable Wealth, Jacky and Guilian explore whether artificial intelligence is a bubble - or simply capitalism doing what it does best: evolving. They unpack how global data center spending is set to surpass $590 billion in 2025, why this AI buildout is fundamentally different from the dot-com era, and how real profits and productivity (not speculation) are driving this cycle forward. From the rise of trillion-dollar data infrastructure to the discipline required to stay inv...
