Geopolitics, AI, and the New Power Shift: Stocks, Stablecoins & Nuclear Energy

In this episode of Being Exponential, we dive into the real forces shaping markets right now—starting with geopolitics. With Iran and Israel exchanging missile fire and U.S. war odds surging, why aren’t stocks reacting more dramatically?

We also unpack:

• The Fed’s upcoming rate decision: when’s the first cut?
• July 9th’s tariff pause deadline—should investors worry?
• Why nuclear energy and sovereign AI are the quiet winners of the tech boom
• A major shift in the AI chips market: from training to inferencing
• Why Amazon and Walmart launching stablecoins could upend the payments world
• Plus: market trends, hot IPO concerns, AI stocks, and a 2-week review of Meta’s AI Ray-Bans