Podcasts about bubbles

Linktree: ⁠https://linktr.ee/Analytic⁠Join The Normandy For Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: ⁠https://ow.ly/msoH50WCu0K⁠ Analytic Dreamz delivers an in-depth segment on Wicked: For Good, dropping worldwide November 21, 2025. Dive into the two brand-new original songs written by Stephen Schwartz: Cynthia Erivo's haunting “No Place Like Home” and Ariana Grande's pivotal “The Girl in the Bubble” — snippets out Nov 6, 2025, with live BTS performances released the week of Nov 17. Analytic Dreamz explores Glinda's emotional turning point, the song's themes of identity, fame, and moral awakening, plus Grande's own words from THR and Governors Awards confirming she earns her “Good” title through self-discovery. Get the latest stats: Part One's record-breaking box office, No. 2 Billboard 200 soundtrack, two Oscars, global promo tour updates (including Grande missing São Paulo over flight safety), NBC/Peacock concert special highlights, and Ariana's tease of the fourth Meet the Parents film, Focker In-Law. From Elphaba's exile to Glinda's bubble finally popping, Analytic Dreamz breaks down every key fact, lyric meaning, and industry context in this must-listen Notorious Mass Effect segment. Stream now.Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/donationsPrivacy & Opt-Out: https://redcircle.com/privacy

Bonus Episode for Nov. 21. Chipmakers are raking it in, but investors are getting nervous over “circular” AI semiconductor deals, the potential for an AI bubble and the pop that could follow. How grounded are those concerns about the AI boom? WSJ chips reporter Robbie Whelan discusses how the biggest names in chipmaking performed last quarter and what it could mean for markets. WSJ Heard on the Street writer Asa Fitch hosts this special bonus episode of What's News in Earnings, where we dig into companies' earnings reports and analyst calls to find out what's going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter. Further Reading: Nvidia's Strong Results Show AI Fears Are Premature Nvidia Profits Soar, Countering Investor Jitters on AI Boom The AI Boom Is Looking More and More Fragile AMD Reports Sharply Higher Profits, Sales AMD Is an Increasingly Formidable Competitor to Nvidia Intel Surges as First Earnings Report Since U.S. Investment Shows Momentum Investors Love Intel Again. That Still Doesn't Solve Its Problems. TSMC Raises Revenue View Again Amid Global AI Investment Frenzy CoreWeave Reports Doubling of Revenue From AI Boom CoreWeave CEO Plays Down Concerns About AI-Spending Bubble Is the Flurry of Circular AI Deals a Win-Win—or Sign of a Bubble? Learn more about your ad choices. Visit megaphone.fm/adchoices

A.M. Edition for Nov. 21. Asian semiconductor stocks tumbled, a day after Nvidia's gains were erased on U.S. markets as investors continue to question AI valuations. Plus, JPMorgan Chase, Bank of America, and Citigroup pull out of a planned $20 billion bailout to Argentina that was pushed by the Trump administration. And WSJ chief China correspondent Lingling Wei details how China is ramping up a new pressure campaign on Taiwan. Kate Bullivant hosts.Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

AI Spending: The Biggest Bubble Yet? by Ron Paul Liberty Report

Angel Studios https://Angel.com/HermanJoin the Angel Guild today where you can stream Thank You, Dr. Fauci and be part of the conversation demanding truth and accountability.  Renue Healthcare https://Renue.Healthcare/ToddYour journey to a better life starts at Renue Healthcare. Visit https://Renue.Healthcare/Todd Bulwark Capital https://KnowYourRiskPodcast.comBe confident in your portfolio with Bulwark! Schedule your free Know Your Risk Portfolio review. Go to KnowYourRiskPodcast.com today.Alan's Soaps https://www.AlansArtisanSoaps.comUse coupon code TODD to save an additional 10% off the bundle price.Bonefrog https://BonefrogCoffee.com/ToddThe new GOLDEN AGE is here!  Use code TODD at checkout to receive 10% off your first purchase and 15% on subscriptions.LISTEN and SUBSCRIBE at:The Todd Herman Show - Podcast - Apple PodcastsThe Todd Herman Show | Podcast on SpotifyWATCH and SUBSCRIBE at: Todd Herman - The Todd Herman Show - YouTubeWhat If I told you a company is valued higher than the companies that make it valuable? We'll discuss this with Zach Abraham.https://rumble.com/v720bwg-episode-2456-valuing-a-glass-without-the-water-ft.-zach-abraham.htmlEpisode links:@POTUS: "We slashed more than $1 trillion worth of regulations, burdens on the U.S. economy... Combining our regulatory and tax cuts, we've reduced the effective burden on franchisees by more than 37%."Nvidia is now valued at nearly three times the entire energy sector. Almost three times. And no, it doesn't generate more profit than energy companies in the S&P 500. In fact, the combined free cash flow of this sector over the last year is about 20% higher than Nvidia's. Tech innovation is incredible — but let's not forget that something still has to power it. - Otavio (Tavi) CostaGene-Editing Human Embryos: A Doomed Technological Catastrophe; Epidemiologist Nicolas Hulscher on Real America's Voice (Stinchfield Tonight)

$57 billion. That's the amount of revenue tech giant NVIDIA reported in the third quarter. At first, the news was welcomed by investors who had been leery about the evaluation of artificial intelligence and whether the AI boom was actually a bubble. However, the gains from the chip maker's record-breaking revenue were soon lost, as they proved insufficient to ease worried minds. Also this week, the delayed September jobs report surprised with better-than-expected job growth. But what will that mean for the Federal Reserve when they meet next month as they weigh the decision to cut interest rates for a third straight time? Lou Basenese, the Executive Vice President of Market Strategy at Prairie Operating Co., joins FOX Business' Gerri Willis to discuss the AI trend, jobs, and what the Fed may do more. Plus, he offers some tips on how to manage this market. Learn more about your ad choices. Visit podcastchoices.com/adchoices

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: ⁠⁠⁠https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999⁠⁠⁠ Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC Dan Nathan and Guy Adami are joined by Lori Calvasina, Head of US Equity Strategy at RBC Capital. They discuss a range of topics including market volatility, AI investment trends, consumer spending patterns, and economic forecasts. Calvasina highlights the increasing nervousness among investors regarding high valuations and the potential impact of delayed Fed rate cuts. She notes the importance of monitoring CapEx and regulatory changes, especially as they pertain to AI and tech sectors. The conversation touches on geopolitical dynamics with China and the upcoming US midterm elections, emphasizing their potential market implications. The session is rich with insights into the current market climate, investor sentiment, and future economic expectations. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Nvidia says AI demand is “off the charts”, and Jeff Bezos has launched a new $6.2 billion AI start-up, but Google's Sundar Pichai is warning that no company will be safe if the bubble bursts. So what's really going on? Bubble or no bubble? Danny and Katie dig into the numbers and speak to venture capitalist Suranga Chandratillake from Balderton Capital about how to spot the real bets from the hype and where the next frontier lies.Image: Getty Hosted on Acast. See acast.com/privacy for more information.

Hey, it's one of your favorite beer podcasts, The Perfect Pour. This week we have some stuff leading into Thanksgiving, things like: A new YouTube channel for Rad Stacey...Beer Reader? Doubles and Triples on the floor! A Google Maps tangent. Book reading tangent. Is THC in drinks OVER?! Rogue Brewing has closed, and we give our condolences. Do you have the game on? It's our Pourversary! Stew with a Stout. Citra Brown Ale? And more! Downloadable: PerfectPour638.mp3 (Warning: cussing happens) HOSTED BY: Nick, Rad Stacey, Mikey MUSIC BY: Sunburns and Paul From Fairfax. BEER AND SHOW-RELATED LINKS: SUPPORT THE SHOW AND BECOME A GOLDEN GOD! Subscribe to the show on Apple Podcasts. You can also find us on Spotify and most podcast players. Perfect Pour's YouTube Channel. VOICEMAIL/TEXT LINE: 559-492-0542 Drop Us a Line: Email Perfect Pour. Join our free Lager Line Discord channel! Send Postcards or Samples to us: The Perfect Pour – co Mike Seay 2037 W. Bullard Ave #153 Fresno, CA 93711 Mikey's newsletter: Drinking & Thinking. Check this!: Mikey's Dorky Amazon Storefront.

The AI boom is the biggest investment mania in decades, channeling trillions of dollars into data center infrastructure.  If investors bet right, they may usher in technological breakthroughs that produce vast wealth.  If they're wrong, they could crash the U.S. stock market, trigger a recession, and spread financial contagion globally.Ed Zitron was among the first to call AI a bubble.  His unsparing deep dives into AI finances are must-reads, even for his critics.  In a spirited back-and-forth on The World Unpacked, Ed and host Jon Bateman debate Wall Street's “unhealthy relationship” with Nvidia, if China has its own AI bubble, and whether ChatGPT should give tax advice.Find the episode transcript and streaming audio, and get the show direct to your inbox, here: https://carnegieendowment.org/podcasts/the-world-unpacked/ais-biggest-skeptic-sees-a-bubble? Follow Jon on X: https://x.com/JonKBateman   

Today's show goes into more depth discussion on the topic of financial asset bubbles churning in recent days: Bitcoin, Gold, Stocks, AI as cryptos fall 30% and warnings appear in high places (Dimon, Google, etc) about AI bubble. Hedge funds, auto, credit cards, CRE, private credit, bankruptcies, junk bonds, leveraged loans, etc. in trouble. The show updates latest Ukraine war with Trump's new 28 pt. Plan and Venezuela attack approaches. No invasion a la Vietnam but bombing, regime change, decapitation strikes likely. 

In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, sits down with Alexey Teplukhin, Managing Director at Blue Owl Capital, to explore the often-overlooked but critical role of data centers and digital infrastructure in the global economy. Alexey offers expert insights into how these assets are enabling everything from everyday digital activity to the exponential rise of artificial intelligence. The conversation begins with the basics what a data center actually is and quickly dives into what makes them such a compelling, long-term real asset investment. The discussion also covers how demand for data infrastructure is accelerating, what risks exist around technological disruption, and why Blue Owl focuses on the physical backbone of the digital world rather than trying to bet on the next software winner. With analogies ranging from toll roads to airports, this episode delivers a clear, engaging look at the intersection of AI, infrastructure, and investment strategy making it a must-listen for institutional investors navigating a rapidly evolving digital landscape.

BT & Sal dive into the Giants' most critical storyline: the return of QB Jaxson Dart and the interim head coaching debut of Mike Kafka. They debate whether Kafka's new role is his best chance to distinguish himself as a viable head coaching candidate and if he'll move away from the "idiotic" play-calling that exposed Dart to injury under Daboll. The hosts slam the mindset of fans who want to "put Dart in bubble wrap," arguing that playing is essential for his development and competitive spirit. The conversation also covers the perennial optimism of some Giants fans, questioning how they can feel "close" when the team is definitively 2-9. The hosts discuss Brian Cashman's annual charity sleep-out, wondering how he handles a "dangerous world" and nighttime bathroom breaks. Finally, they look at the coaching carousel, debating if Kafka should stay on if a "big boy" like Sean McDermott or Mike McCarthy is hired, or if he should use his improved resume to find a head coaching or coordinator job elsewhere.

$57 billion. That's the amount of revenue tech giant NVIDIA reported in the third quarter. At first, the news was welcomed by investors who had been leery about the evaluation of artificial intelligence and whether the AI boom was actually a bubble. However, the gains from the chip maker's record-breaking revenue were soon lost, as they proved insufficient to ease worried minds. Also this week, the delayed September jobs report surprised with better-than-expected job growth. But what will that mean for the Federal Reserve when they meet next month as they weigh the decision to cut interest rates for a third straight time? Lou Basenese, the Executive Vice President of Market Strategy at Prairie Operating Co., joins FOX Business' Gerri Willis to discuss the AI trend, jobs, and what the Fed may do more. Plus, he offers some tips on how to manage this market. Learn more about your ad choices. Visit podcastchoices.com/adchoices

After years of soaring optimism and colossal investment, Wall Street has begun to seriously question whether the frenzy for A.I. is justified.Cade Metz, who covers technology for The New York Times, explains why Silicon Valley companies believe so fervently in A.I. and why they're willing to take enormous risks to deliver on its promise.Guest: Cade Metz, a technology reporter for The New York Times.Background reading: Why debt funding is ratcheting up the risks of the A.I. boom.Amazon, Google, Meta, Microsoft and OpenAI plan to spend at least $325 billion by the end of the year in pursuit of A.I.Photo: Scott Ball for The New York TimesFor more information on today's episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday.  Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app.

Former FBI director James Comey's prosecution hits a major snag after prosecutors admit the grand jury never reviewed his full indictment, raising questions about whether the case can even proceed.Thousands of already released Epstein documents shed new light on the powerful figures who stayed close to Jeffrey Epstein even after his conviction.And Nvidia's staggering earnings and $5 trillion valuation fuel both optimism and warnings about whether the AI boom is entering bubble territory.Want more comprehensive analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter.Today's episode of Up First was edited by Anna Yukhananov, Megan Pratz, Julia Redpath, Mohamad ElBardicy, and Alice Woelfle.It was produced by Ziad Buchh, Nia Dumas and Christopher Thomas.We get engineering support from Stacey Abbott. And our technical director is Carleigh Strange.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Tonight we have disturbing premonitions, strange bubble kids, alien abduction and so much more. Keep it spooky and enjoy! Season 20 Episode 12 of Monsters Among Us Podcast, true paranormal stories of ghosts, cryptids, UFOs and more, told by the witnesses themselves. SHOW NOTES:  Support the show! Get ad-free, extended & bonus episodes (and more) on Patreon - https://www.patreon.com/monstersamonguspodcast Tonight's Sponsor - Lumi Gummies THC & CBD gummies - Feel good, not stoned. Get 30% off your order with code MAU at LumiGummies.com Tonight's Sponsor - Bombas - Your socks are showing, make them count! One pair purchased = one pair donated. Visit Bombas.com/mau and use code MAU for 20% off your first purchase. Now shipping worldwide to over 200 countries! Tonight's Sponsor - Uncommon Goods - Unexpected, handmade & one-of-a-kind gifts - Visit UncommonGoods.com/mau for 15% off. MAU Merch Shop - https://www.monstersamonguspodcast.com/shop MAU Discord - https://discord.gg/2EaBq7f9JQ Watch FREE - Shadows in the Desert: High Strangeness in the Borrego Triangle  - https://www.borregotriangle.com/ Monsters Among Us Junior on Apple Podcasts  - https://podcasts.apple.com/us/podcast/monsters-among-us-junior/id1764989478 Monsters Among Us Junior on Spotify - https://open.spotify.com/show/1bh5mWa4lDSqeMMX1mYxDZ?si=9ec6f4f74d61498b Haunted Couch - https://www.youtube.com/watch?v=3ECEJk43lI4 Poe Coincidence - https://www.youtube.com/watch?v=21otYiTty3o Morgan Robertson's "Futility" - https://www.youtube.com/watch?v=3psUkYf0VKo Bubble people in Sweden - https://fred-andersson.medium.com/beyond-the-bubble-investigating-the-connection-between-spheres-and-high-strangeness-ad9634f2ce3 Spencer's photo - https://bit.ly/48132fn Reaction to fear - https://www.bps.org.uk/blog/why-do-we-be-scared-psychology-fear-fright-nights-and-exploring-unknown Music from tonight's episode: Music by Iron Cthulhu Apocalypse - https://www.youtube.com/c/IronCthulhuApocalypse CO.AG Music - https://www.youtube.com/channel/UCcavSftXHgxLBWwLDm_bNvA Music By Karl Casey @ White Bat Audio - https://www.youtube.com/@WhiteBatAudio White Bat Audio Songs: Acacia Midnight Run The Deep Dark Odyssey Terraform Black Rainbows

Peter Schiff critiques the bursting crypto bubble, warns of impending market collapses, and discusses the implications of reckless monetary policies.This episode is sponsored by Policygenius. Head to https://policygenius.com/gold to compare free life insurance quotes from top companies and see how much you could save.In this episode of The Peter Schiff Show, Peter Schiff delves into the current financial landscape, emphasizing the ongoing collapse of the Bitcoin and crypto bubbles, while raising concerns about the potential fallout in other sectors, including AI and housing. He analyzes the precarious state of MicroStrategy and its impact on Bitcoin prices, challenging the validity of its business model. Schiff addresses the Federal Reserve's contradictory stance on inflation and tariffs, criticizing the government's fiscal policies that have led to rampant market bubbles. With insights into the healthcare crisis and IRS controversies, Schiff presents a stark reality of the economic situation, reinforcing his perspective on the unsustainable nature of current financial practices.Chapters:00:00 Introduction and Opening Remarks00:54 The Crypto Bubble and Market Bubbles04:14 AI Bubble and Its Potential07:05 Bitcoin's Decline and Market Reactions12:43 MicroStrategy and Bitcoin Treasury Companies24:09 Debate Challenges and Tokenized Gold35:18 FOMC Meeting Minutes and Job Reports36:50 Labor Market and Inflation Insights37:45 Tariffs and Their Impact on Prices39:14 Quantitative Easing and the Dollar41:04 Healthcare Crisis and Insurance Issues48:43 FOIA Lawsuit Against the IRS53:10 Publicity Stunt and Bank Shutdown01:09:21 Conclusion and Final ThoughtsFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/newsFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/books#crypto #inflation #MicroStrategyOur Sponsors:* Check out Infinite Epigenetics: https://infiniteepigenetics.com/GOLD* Check out Justin Wine and use my code SCHIFF20 for a great deal: https://www.justinwine.comPrivacy & Opt-Out: https://redcircle.com/privacy

President Trump signs the Epstein measure he once opposed, while the Justice Department struggles to explain why it's pursuing new Epstein-related investigations. A US Attorney admits the indictment used to charge James Comey was never actually read by a grand jury. And Nvidia shrugs off concerns of an “A.I. Bubble.” Learn more about your ad choices. Visit podcastchoices.com/adchoices

Silly worries and petty rivalries. People arguing for no reason. People trying to accumulate more than they could ever need. This is what we do, isn't it?

On today's episode, we welcome writer and co-host of One Song Podcast, Diallo Riddle, to the show to chat with us about the Dark Pinocchio Universe, the Beach Boys, which Real Housewife is his fave, and much more.*Listen to One Song Podcast here.*Follow One Song Podcast on Instagram.*Follow Diallo on Instagram.*Catch-up on Sherman's Showcase here.*Fall into a Time Loop!*Watch South Side, here.* Celebrate 25 years of Bullseye!*Pre-order Signature Series; PREDATOR Bloodshed #1-5 Signed by Jordan Morris!*Order Jordan's Predator comic: Black, White & Blood!* Order Jordan's new Venom comic!* Donate to Al Otro Lado.* Purchase signed copies of *Youth Group* and *Bubble* from Mission: Comics And Art!~ NEW JJGo MERCH ~Get Bronto Dino-Merch!Get our ‘Ack Tuah' shirt in the Max Fun store.Grab an ‘Ack Tuah' mug!The Maximum Fun Bookshop!Follow the podcast on Instagram and send us your dank memes!Check out Jesse's thrifted clothing store, Put This On.Follow beloved former producer, Steven Ray Morris, on Instagram.Follow bedazzled new producer, Jordan Kauwling, on Instagram.

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They'll discuss the global liquidity cycle, why it has a 65-month periodicity, and where we stand in that cycle right now. https://bit.ly/3X7ZN0J  

Episode 718: Neal and Toby dive into Nvidia's Q3 earnings that topped expectations while CEO Jensen Huang reiterated his confidence in AI. Then, Target reports another stinker of a quarter causing many to believe the retailer is on the ropes. Also, a new study believes this year's Thanksgiving dinner will be more affordable than last year's. Meanwhile, Neal shares his favorite numbers on Gustav Klimt's most expensive artwork sold at Sotheby's, the truest underdog in the World Cup, and the origins of kissing.  Learn more at usbank.com/splitcard  Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Nvidia's earnings become a global Super Bowl as markets brace for either a surge or a correction. The panel breaks down Jensen's guidance, supply demand frenzy, AI bubble fears, Cisco déjà vu, and why Nvidia's fate could drag the entire market with it.

Plus, Jason Howell got the first crack at Google's Nano Bannana Pro and.. It's good!Starring Tom Merritt and Jason Howell.Show notes can be found here. Hosted on Acast. See acast.com/privacy for more information.

Plus: Bitcoin is on pace for its worst monthly performance since 2022. And a look at generative AI in Canada. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

From the BBC World Service: Wall Street was cheered last night by better-than-expected results from the chip giant Nvidia. But the AI boom continues to fuel fears of a market bubble. In the past few weeks, a growing number of the world's leading figures in finance have suggested that AI stocks are unrealistically inflated in value. Plus, Meta says it's shutting down accounts for younger teenagers in Australia ahead of the country's social media ban for youths under 16.

Artificial intelligence could be the next dotcom bubble. And when it pops, it could send shockwaves through the economy. Major investors are already issuing warnings, and the stock market is now beginning to feel the effects.We'll discuss this topic and others in this episode of Crossroads.Views expressed in this video are opinions of the host and guests, and do not necessarily reflect the views of The Epoch Times.

Shannon Sharpe, Chad “Ochocinco” Johnson and Iso Joe Johnson react to Shedeur Sanders making his first NFL start this upcoming Sunday, Joe Burrow makes a major step in returning and is back at practice, and Keon Coleman is inactive for Thursday Night football and much more! 04:30 - Joe Burrow back at practice25:05 - Browns QBs 0-17 in their first career starts54:35 - Keon Coleman inactive for Thursday Night Football (Timestamps may vary based on advertisements.) #ClubSee omnystudio.com/listener for privacy information.

Rain is on the way Thursday, and the crew is gearing up for Friday’s live remote at the Smart & Final in Yorba Linda on 11/21. Michael Monks discusses the D.A. launching an investigation into potential fraud tied to L.A. County’s massive $4-billion sex-abuse settlement. There’s a strange bubbling phenomenon happening just off the coast of Hermosa Beach, raising questions and curiosity. With Thanksgiving just a week out, the show breaks down where to score cheap turkeys this season. They also cover the rising hidden costs of homeownership across Southern California. And Dick Van Dyke shares reflections ahead of his milestone 100th birthday on December 13, 2025.See omnystudio.com/listener for privacy information.

Bridgewater founder Ray Dalio addresses investor concerns about economic bubbles, both in AI and in the broader markets. Part interview, part historical markets lesson, Dalio shares his perspective on the biggest risks to the American economy and on a well-balanced portfolio in this environment. Plus, Nvidia beat Wall Street expectations for its third quarter, buoying the stock and the major averages. CNBC's Kristina Partsinevelos breaks down the report and CEO Jensen Huang's comments to investors, and CNBC's Emily Wilkins reports on the Trump administration's plans for AI regulation.  Kristina Partsinevelos - 2:24Emily Wilkins - 12:05Ray Dalio - 16:39 In this episode:Kristina Partsinevelos, @KristinaPartsEmily Wilkins, @emrwilkinsBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on Nvidia and what's next for the AI trade. The world's most valuable public company sparked a global market rally after posting blowout Q3 results and raising guidance. The anchors reacted to Nvidia CEO Jensen Huang's earnings call comment dismissing AI bubble fears. Walmart shares also rose higher on better-than-expected quarterly results and raised guidance. In an exclusive interview, David and media mogul John Malone discussed everything from a potential Warner Bros. Discovery deal to tech regulation. Also in focus: The September jobs report released after being delayed due to the government shutdown.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Suddenly signs of systemic stress are cropping up all around us.In the public debt markets, credit spreads are on the rise after years of dormancy. In the private credit markets, defaults and counter party risk concerns have moved to the forefront.Volatility has returned to the stock market as doubts of AI spending sustainability mount.And worldwide, suspicions of fiat currency debasement are going mainstream.Where is all this headed?To discuss, we're fortunate to welcome macro, markets and monetary analyst Peter St Onge to the programWORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#aibubble #recession #economy _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Despite investor jitters, there are strong projections in chip-maker Nvidia's earnings report; a market reporter tells us what this means for the AI boom-or-bubble debate.Prime Minister Carney is off to the U.A.E., and Canada's former ambassador to that country says it's about time and says there is a lot to gain from a strengthened relationship. The Ontario government says impaired drivers who kill a parent should have to pay child support. Our guest says that would have helped his family, after a drunk driver killed his son. A longtime campaigner against price gouging supports the UK government's plan to make it illegal for ticket resellers to extort people -- provided it actually becomes law. An animal sanctuary staffer in Utah says it's not every day you get the call to help an owl that got caught in a cement mixer -- and knowing how to help was the hardened-est part.A major Hollywood agency signs a huge new client. Well, a huge new aged client: Parmigiano Reggiano -- the classic, 1000-year-old Italian cheese.As It Happens, the Wednesday Edition. Radio that's got you in the parm of our hand.

MRKT Matrix - Thursday, November 20th Nvidia earnings takeaways: Bubble talk, ‘half a trillion' forecast and China orders (CNBC) Ray Dalio says we are definitely in a bubble, but that doesn't mean you should sell yet (CNBC) Why Fears of a Trillion-Dollar AI Bubble Are Growing (Bloomberg) A Hedge Against AI Crash Emerges as Oracle CDS Market Explodes (Bloomberg) As holidays approach, value players Walmart and T.J. Maxx are drawing the cash-strapped and t American Shoppers Are Looking for Deals and Walmart Is Cashing In (WSJ) S&P 500 Reporting Highest Net Profit Margin in Over 15 Years (FactSet) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Marc Rubinstein is author of Net Interest – a leading weekly newsletter on the world of finance. Before this, Marc spent ten years at leading hedge fund Lansdowne Partners, where he was a partner and portfolio manager. This was after he spent time on the sell-side working for Barclays Investment Bank (BZW), Schroders and then Credit Suisse, where he was head of the European banks research team. In this podcast we discuss:.   AI bubble historical analogies  1907 crisis and non-bank growth  Private credit risks  Fraud cycles and market corrections  Jane Street's technological edge  Exchanges commoditise trading  Banks adopt blockchain technology  Fintech challenges incumbents  AI disrupts entry-level finance jobs  Books mentioned: 1929 (Andrew Ross Sorkin), Land Trap (Mike Bird) 

Keanu Reeves thanked law enforcement for finding his stolen watches!

Investors are worried an AI bubble is about to burst, so we're wondering what that would mean for the U.S. Plus, AI data centers are fueling double-digit energy cost increases, a new study shows we don't trust its medical advice, and yet an AI song is racing up the music charts. Get the full lowdown here from WCCO, WWJ, KCBS and more.

Links & ResourcesFollow us on social media for updates: ⁠⁠Instagram⁠⁠ | ⁠⁠YouTube⁠⁠Check out our recommended tool: ⁠⁠Prop Stream⁠⁠Thank you for listening!

James Demmert says investors underestimated Nvidia (NVDA) into its earnings and overblew A.I. bubble concerns. He says the company's earnings justify its valuation, adding that the growth with Nvidia's current business model can continue through 2028. As for the SPX, James sees the index hitting 7,100 if the Fed cuts interest rates in December. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Daniel Wagner, CEO of Rezolve AI (RZLV), returns to Market on Close to talk about how the company aims to achieve $500 million ARR by the end of 2026. He says Microsoft (MSFT) and Alphabet (GOOGL) allowing access to their platforms add value to the ecommerce software company. Daniel adds that arguments for an A.I. bubble are "misguided." ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Nvidia's (NVDA) earnings posted record numbers for the company and bolstered a market-wide rally early in Thursday's session. That rally faded by the afternoon when the stock fell 6% from its intraday high. Marley Kayden attributes the selling action to persistent fears of an A.I. bubble despite Nvidia management pointing to "sold out" Blackwell orders suggesting otherwise. She turns to headlines that "weren't favorable" for Nvidia before its report that caused some bulls to backstep. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Economist Mohamed El-Erian spoke to Barron's editor at large Andy Serwer about investing in artificial intelligence, the strength of the economy, the Federal Reserve, and more. This conversation was recorded on Oct. 28, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

Investors are worried an AI bubble is about to burst, so we're wondering what that would mean for the U.S. Plus, AI data centers are fueling double-digit energy cost increases, a new study shows we don't trust its medical advice, and yet an AI song is racing up the music charts. Get the full lowdown here from WCCO, WWJ, KCBS and more.

In this episode we discuss the powerful reshoring and nearshoring trend reshaping U.S. industry, the surge in long-term capital investment, and why the reindustrialization of America may be a durable economic tailwind for years to come. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

Groundbreaking. Transformative. A new way to unlock human creativity and productivity.Tech CEOs have promised artificial intelligence will do many things for us. They've used these promises to justify billions of dollars of investment in building the language models and data centers needed to power AI.Four of the world's biggest tech companies – Meta, Amazon, Microsoft, and Google – have promised to collectively spend $380 billion this year in the AI space.That spending has led to huge rallies in these companies' stock prices. There are now hundreds of private AI companies with values – on paper – of over a billion dollars. And in October, the AI boom created the world's first company worth $5 trillion – Nvidia.So, is this spending justified? Do these companies' stock values hint at a financial bubble in AI? Or is this situation different?Find more of our programs online. Listen to 1A sponsor-free by signing up for 1A+ at plus.npr.org/the1a. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

SHOW  11-18-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1894 "THE ANGEL OF THE REVOLUTION" THE SHOW BEGINS IN THE DOUBTS ABOUT GAZA. FIRST HOUR 9-915 Liz Peek Liz Peek discusses the "AI bubble," noting the Magnificent Seven stocks are priced to perfection amidst concerns that massive investments may not yield adequate returns, observes that although the market is "risk off" the US economy seems "okay" according to data points, and expresses alarm about New York Mayor-Elect Mamdani, a socialist without management expertise who is surrounding himself with ideologues, including Hassan Sheheryar, his transition director, who is "clearly anti-Semitic" and anti-Israel, raising significant concerns for the city.E 915-930 CONTINUED 930-945 Judy Dempsey Judy Dempsey addresses the rising costs and future decline of the global cocoa crop, linking it to transcontinental climate change caused by Amazon deforestation, criticizes the EU and NATO for reacting too slowly and lacking strategic vision concerning the Ukraine war and defense, notes European military infrastructure is inadequate for rapid deployment forcing reliance on ships instead of trains, and observes that while the Russian threat is understood by most member states, political fumbling in Germany is allowing the anti-NATO, pro-Russia AfD party to gain significant ground. 945-1000 Gregory Copley Gregory Copley discusses the US military presence off Venezuela, noting President Trump seeks a negotiated outcome with Maduro to avoid long-term intervention, covers Mohammed bin Salman's influence in the Abraham Accords and the challenge posed by Turkey-backed Hamas, analyzes the symbolic rail sabotage in Poland questioning Russian involvement, and addresses the declining viability of NATO's Article 5 and the potential for King Charles III to intervene in UK political chaos. SECOND HOUR 10-1015 Charles Burton Charles Burton discusses his book, The Beaver and the Dragon, illustrating China's fundamental untrustworthiness and statistical manipulation, which has intensified under centralized leadership, noting Canada's past cooperation with China's National Bureau of Statistics (NBS) failed as officials often falsely reported data, and despite historical deception and security risks, there is a push in Canada to increase trade with China to offset trade issues with the United States, with Burton cautioning that trusting the Chinese Communist Party has always "gone badly wrong." 1015-1030 CONTINUED. 1030-1045 Jonathan Schanzer Jonathan Schanzer discusses Crown Prince Mohammed bin Salman (MBS), calling him a deeply flawed but essential leader driving Saudi modernization and normalization with Israel, with a "pathway to a Palestinian state" as the current diplomatic objective, emphasizing that resolving the Gaza situation and achieving broader peace hinges on eliminating Hamas, while the region faces long-term challenges from Iran and Turkey, the latter complicating Israel's security operations in chaotic Syria, with the UN endorsement of the Trump 20-point plan for Gaza reconstruction considered a landmark win. 1045-1100 CONTINUED CONTINUED KING CHARLES THIRD HOUR 1100-1115 Gregory Copley Gregory Copley discusses the US military presence off Venezuela, noting President Trump seeks a negotiated outcome with Maduro to avoid long-term intervention, covers Mohammed bin Salman's influence in the Abraham Accords and the challenge posed by Turkey-backed Hamas, analyzes the symbolic rail sabotage in Poland questioning Russian involvement, and addresses the declining viability of NATO's Article 5 and the potential for King Charles III to intervene in UK political chaos. 1115-1130 CONTINUED MBS 1130-1145 CONTINUED KING CHARLES 1145-1200 CONTINUED FOURTH HOUR 12-1215 Mary Kissel Mary Kissel addresses three foreign policy dilemmas: regarding Venezuela, the US military buildup is seen as leverage to force dialogue with Maduro following a successful playbook used against North Korea; in Europe, she notes a dichotomy between committed Eastern European states and "weaker lazier" Western powers regarding support for Ukraine; and the China dilemma involves whether to treat Beijing as a legitimate trading partner or an enemy narco-terrorist state responsible for exporting fentanyl precursors, with Kissel suggesting current US policy is confused and benefits the CCP. 1215-1230 1230-1245 oseph Sternberg Joseph Sternberg analyzes the BBC political bias scandal, which is significant because the BBC is "omnipresent" and arranges the "mental furniture for British society," noting the BBC, funded largely by a mandatory license fee, faced allegations ranging from deceptive editing of President Trump's remarks to the Arabic service pushing Hamas propaganda potentially fueling anti-Semitism, while domestically discussing the UK Labour Party's dilemma over controversial immigration policies to control illegal channel crossings, a crisis that has strengthened Nigel Farage's Reform party. 1245-100 AM

Liz Peek Liz Peek discusses the "AI bubble," noting the Magnificent Seven stocks are priced to perfection amidst concerns that massive investments may not yield adequate returns, observes that although the market is "risk off" the US economy seems "okay" according to data points, and expresses alarm about New York Mayor-Elect Mamdani, a socialist without management expertise who is surrounding himself with ideologues, including Hassan Sheheryar, his transition director, who is "clearly anti-Semitic" and anti-Israel, raising significant concerns for the city.E

CONTINUED ALSO NYC MAYORALTY Liz Peek Liz Peek discusses the "AI bubble," noting the Magnificent Seven stocks are priced to perfection amidst concerns that massive investments may not yield adequate returns, observes that although the market is "risk off"...

Just in time for the holiday season, I review the five ways to get fizz in a wine (on purpose) -- and the wines that result. I discuss regions and styles of different wines in each of the three major categories: Ancestral Method/Pétillant Naturel, Méthode Champenoise/ Metodo Classico, and the Martinotti/Charmat/Tank Method.    From Col Fondo to Method Cap Classique to German Sekt, I offer you new possibilities and sparkling wine types you may not know or think of off the top of your head, but which are all great in their own right and many which are ridiculously affordable (and yes, it's way more than just Prosecco and Cava!).      Photo: The "Underground Cathedrals" in Canelli, a UNESCO site Source: Alta Langa DOCG     Full show notes and all back episodes are on Patreon. Become a member today! www.patreon.com/winefornormalpeople _______________________________________________________________   Check out my exclusive sponsor, Wine Access.  They have an amazing selection -- once you get hooked on their wines, they will be your go-to! Make sure you join the Wine Access-Wine For Normal People wine club for wines I select delivered to you four times a year!    To register for an AWESOME, LIVE WFNP class with Elizabeth or get a class gift certificate for the wine lover in your life go to: www.winefornormalpeople.com/classes