This podcast episode dives into various topics, including the current state of the market with record highs in the Nasdaq and low volatility across multiple asset classes. The speakers discuss whether this low volatility is sustainable or if it's the calm before the storm, highlighting how people are not reacting to hot PPI or geopolitical events. They also discuss Fed Chair Powell's statement on rates, the historical cycles of low and high volatility, the impact of low volatility in the trading world, the emergence of GPT 4.0 and AI agents, the rising price of copper, the significance of the copper trade as an investment opportunity, the importance of acquiring libraries in the content industry, the involvement of Jeff Bezos in AI efforts, and Elevate Bio's unique foundry model in the biotech industry.
