This Hasn't Happened in 25 Years (Your Investments ARE NOT Ready For What's Coming)

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Interest rates just hit a 25-year high, and Fed Chair Kevin Warsh's comments at Jackson Hole have investors on edge. Joel Litman and Rob Spivey of Altimetry Research join the show to break down the accounting story behind rising rates, why corporate borrowing (not government debt) is the real driver, and what it all means for your portfolio.

Litman and Spivey walk through why negative free cash flow can actually be a bullish signal when it comes from high-return companies pouring money into AI infrastructure, then get into their stock list: three AI infrastructure buys benefiting from the massive reindustrialization and data center build-out, plus two stocks they say to avoid as rates stay elevated.

Also discussed: the accounting distortions in GAAP reporting, the "S-curve" of the AI investment cycle, and why the U.S. may still be in the early innings of this build-out.

Video Chapters
00:00 Introduction
04:00 Why Interest Rates Are Rising (And Why It's Not What You Think)
10:00 Stock 1
16:05 Stock 2
23:53 Stock 3
30:38 2 Stocks to Avoid

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