Election Politics, A.I. And Polling

It's a long one - almost an hour and a half. But it's chock full of great little nuggets.

Midterms and Democrats =  start

Take AI out of the mix, and the S&P is down 6% for the year. = 28:50

Data center construction is crowding out other building projects.

• New housing - down 14%
• Manufacturing plant - down 23%
• Schools - Down 12%
• Office space - down 10%
• Hospitals - down 10%

Polling problems and suspicions = 57:25