Is inflation putting the AI rally at risk? [Opening Bid Full Episode]

Chapters
00:00 Producer inflation jumps to a three-year high
01:36 Could the Fed hike rates again?
04:10 Why gas prices are becoming a market risk
08:24 The AI rally may be masking bigger problems
12:29 Why memory chip stocks keep surging
16:51 Are investors becoming too concentrated in AI?
18:38 How markets could test Kevin Warsh
21:41 Why volatility may rise this summer

#inflation #stocks #ai #nvidia #investing #markets #fed #semiconductors #finance
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