SCOUT· 67%31m·2026-08-13·Money“AI Compute Futures” — Has Wall Street Gone Too Far?
Ed Elson is joined by Rohan Goswami to break down the CME’s move to offer AI compute futures such that computing power can be traded like a commodity. Then, Mark Zandi returns to unpack the latest inflation data from the consumer price index. Finally, Ed shares his thoughts on what the recent high profile departures…
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What people are saying
“Why do people, YouTubers and such, always say the Kalshi betting lines, for normal shit. The normalization of betting as a trusted data point for future events is the worst”
“This is when Enron thought they could trade bandwidth…”
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“we're entering the CDO phase of bubble”
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