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𝗠𝘆 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻 𝘄𝗶𝘁𝗵 𝗖𝗮𝗿𝘀𝗼𝗻 𝗕𝗹𝗼𝗰𝗸 𝗼𝗳 MuddyWatersResearch, 𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗳𝗲𝘄 𝗮𝗰𝘁𝗶𝘃𝗶𝘀𝘁 𝘀𝗵𝗼𝗿𝘁 𝘀𝗲𝗹𝗹𝗲𝗿𝘀 𝗹𝗲𝗳𝘁 𝘀𝘁𝗮𝗻𝗱𝗶𝗻𝗴. Carson & I cover: • His AI thesis: ~15% of US knowledge workers displaced within 3 years, and what that does to 401(k) flows and the biggest index names • Why he may... show more

Meb Faber

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86,540 Aufrufe • vor 25 Tagen •via X (Twitter)

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