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The World You Knew Is Never Coming Back | TCAF 247 — Key Takeaways

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The World You Knew Is Never Coming Back | TCAF 247

The Compound1h 3mJun 19, 2026

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Morgan Stanley's cross-asset research shows AI adopters are expanding EBITDA 2x faster than non-adopters, with $2.9 trillion in global data center CapEx projected through 2028 — and the productivity gains have barely started.

Key takeaways

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In this video

  1. 1mCold Open
  2. 5mIntro
  3. 6mMorgan Stanley, Research, and The Markets
  4. 17mRegime Change and Market Calls
  5. 33mInvesting in a Multipolar World
  6. 37mAI, Capex, and Global Projections
  7. 48mThe Midterms
  8. 57mLightning Round

“I want to vote for volatility. I want somebody to break everything.”

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