FSD: Inflation is a Choice

Bullish:

• $ALTDATA - Fed Chair Warsh is pushing for alternative data sources and more timely, accurate measures to replace outdated traditional economic data. This creates structural demand for private market data providers.

  • “He talked about alternative data. This is also I think Kevin Orch is right on the point here. He said, we look at data that sometimes echoes of of the past. And he he referenced the first of the month non farm payrolls, and he talked about the variance in the data, and you have to look at the third revision of the data.”

    Host·12:34

  • “He wants more near time, a timely accurate measures. He talked about how private companies are acting on data, that's recent and current.”

    Host·13:47
• $INFRA - AI investment build phase is creating inflationary demand for infrastructure including memory, energy, utilities, construction engineering, and specialty labor in the short run.

  • “in the short runs, increasing demand and inflation, That's what's happening now, but you are seeing greater productivity growth. Right? Memory prices are going up. Energy costs, energy demands are going higher. Utility bills are going higher. Demand for specialty labor is going higher. Demand for construction engineering is going higher.”

    Host·11:34

  • “Investment build phase is usually are inflationary. Right? Housing build out from 2002 to 2006 was inflation, right, for houses. So I think that's that's happening here.”

    Host·12:13