Barry Knapp: The AI Trade is Nearing an Inflection Point

In this episode of Mining Stock Daily, Trevor Hall welcomes Barry Knapp of Ironsides Macro for a wide-ranging conversation on the macro forces shaping today's markets. Barry explains why investors should be focused less on whether AI spending is still growing and more on the rate of change in that growth, arguing that we may be approaching an important inflection point for the technology sector. They also discuss the recent volatility in South Korea's KOSPI, whether it's acting as a leading indicator for U.S. tech stocks, Japan's transition to a higher-rate regime, and why gold has remained resilient despite rising Treasury yields and a stronger U.S. dollar.

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