In this episode of Trading Justice, Matt and Mark break down the third wave of the AI trade—and why it may be the most important one yet. From mega-cap CapEx to the monetization push, AI is no longer just a story—it’s a strategy. They also dive into the state of earnings season, GDP strength, and the growing divergence between gold and bitcoin as macro hedges. With the Fed on deck next week, the guys look at how policy, tech, and inflation are colliding. Plus, a Coaches Corner segment to round things out with practical trading advice.
Timestamps:
2:00 – Market Skyline
9:45 – AI Wave 3
23:00 – Earnings Season
28:00 – GDP Report
36:20 – Gold vs BTC
44:20 – Fed on Deck
50:00 – Coaches Corner
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