Welcome back to The Blockspace Podcast! Today, Bianco Research Founder Jim Bianco joins for a macro update, where we talk about interest rates in light of the Treasury’s leveled-up buyback program, inflation, and why Bianco thinks the AI CAPEX boom isn’t flashing warning signs yet. Plus, we cover which stocks Needham believes are most exposed to ERCOT’s Batch Zero shakeup, and how Oklahoma voters could upend an industrial property tax exemption law that has been on the books since 1985.

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