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The Fireworks Show Is Over · podgraph

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The Fireworks Show Is Over

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Market research paper by macro investor Jordi Visser on mid-cycle slowdowns in the AI trade.

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The Pomp Podcast· 7 Nov
Jordi Visser says he was writing papers titled "The Fireworks Show Is Over" and "Mid Cycle Slowdowns Here" because the stock market was not discounting bottlenecks at June.