Walser: Fed's 2% Inflation Goal "Will Never Happen" Due to AI "Capital Wars"

• Fed's 2% inflation goal is unrealistic due to AI CapEx and money supply inflation, necessitating a new benchmark.
• Anticipates a 'political pause' on rate hikes in October due to mid-term elections, with potential for a December hike.
• Recommends long-term investment in technology (AI, Quantum, Storage, Energy) and gold as a hedge against inflation, advising against hard-coded stop losses due to expected volatility.

Rebecca Walser discusses the Fed's recent rate hike, asserting that the 2% inflation target is unattainable due to significant AI-driven capital expenditure, suggesting the Fed needs a new benchmark. She recommends investing in the technology revolution (AI, Quantum, Storage, Energy) and hard assets like gold, advising investors to prepare for volatility but buy into dips for long-term gains.