I was in the city hanging out with Charles Payne on Fox Biz. Since it was Friday, why not be a little bullish and discuss some positive longer term themes in the current AI buildout.
So - I shared with Charles my five point checklist to settle my mind when the news gets too noisy to follow. While risk has a way of moving very slow, then all at once - right now we have historic spending from the largest firms in the world. That isn't negative if it creates more profits down the road. Time will tell.
But the real win was when the best dressed financial host (Charles, of course!) paid me a compliment on my outfit!