Clissold: This is a classic CapEx cycle, and most end poorly with a bear market
Автор: CNBC Television
Загружено: 2025-10-07
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Ed Clissold, Chief U.S. Strategist at Ned Davis Research, says the AI rally may last but warns CapEx cycles often end badly. He favors gold and Bitcoin as hedges amid a weakening dollar. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g
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