Kontrarian Korner x Yurta
Market Overvaluation, AI Capex and Commodities


Scott Osheroff joins Ben Kontrarian Korner to discuss overvaluation in today’s financial markets, AI announced CapEx versus reality, and the broader implications for base metals, fertilizers, and cannabis.

Subscribe to

Ben Kelleran's substack Kontrarian Korner
Ben's PodcastKontrarian Korner

Scott's Telegram Channel Yurta


-
Disclaimer: Anything discussed in this podcast is not to be taken as investment advice. This podcast is for informational and entertainment purposes only. Please do your own due diligence and consult your own financial advisor.

Podden och tillhörande omslagsbild på den här sidan tillhör Scott Osheroff. Innehållet i podden är skapat av Scott Osheroff och inte av, eller tillsammans med, Poddtoppen.