In this episode of the podcast, Anthony Pompliano interviews Tom Lee, co-founder of Fundstrat, about various topics including the stock market, the AI bubble, economic data biases, Bitcoin, gold, and Ethereum. Tom Lee shares his insights on why he believes AI is not in a bubble, how traditional valuation methods may be outdated, and the potential of AI and robotics to transform the labor market. They discuss the "Granny Shots" ETF, new investment themes like sovereign security and longevity, and the role of prediction markets and alternative data in finance. The conversation also covers the increasing interest in gold, its potential impact on Bitcoin's value, and Tom Lee's bullish outlook on Ethereum and his company Bitmine's strategy of accumulating and staking Ethereum.
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