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Lochlan Halloway, Market Strategist at Morningstar, joins us for a guest episode today. He talks about whether we're in a bubble now, what investors should do and what we can learn and apply from past crashes. A message from Mark and ShaniFor the past five years, we've released a weekly podcast to arm you with the tools to invest successfully. We've always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We've shared our journeys with you, and you've shared back. We've listened to what you're after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.
Radical dude! On this week's episode we dive in to the world of crooked IPOs, the birth of retail investing, and explore the second most famous stock market crash in recent history. Edited and thumbnail by Noah JOIN US ON PATREON FOR EARLY EPISODE RELEASES, BONUS CONTENT, AND MORE: www.patreon.com/desperateactsofcapitalism BIG THINGS ARE COMING Sources: https://companiesmarketcap.com/cisco/stock-price-history/ https://www.youtube.com/watch?v=TnazfW1T-ks https://archive.org/details/digitalphoenixwh00abra
Join Simtheory & experience MCPs in action: https://simtheory.ai----00:00 - Chris Has a Merch Sponsor02:42 - In Defense of Sam Altman20:29 - Are We In An AI Bubble? & What is Working in The Enterprise?43:58 - Anthropic's Code Execution with MCP: Problems with MCP Context52:44 - Kimi-K2 Thinking Model Release1:00:45 - "In the Middle of a Bubble" Song----Thanks for your support and listening, we appreciate you!Join our Discord: https://discord.gg/TVYH3HD6qs
Kerry Lutz and John Rubino break down the cracks appearing in the economy — and they aren't small. Layoffs are rising, consumer debt is hitting record highs, and defaults are climbing. Even cardboard box demand is falling, a subtle signal that spending is slowing. Petroleum consumption is down, partially due to the rise of electric vehicles, which is also impacting jobs in energy sectors. Car prices remain sky-high, leaving many buyers on the sidelines. Across the board, the economy is showing stress. In Las Vegas, the focus on wealthy visitors has inflated prices for everyday services, leaving the city emptier than you might expect, even on weekends. Meanwhile, the Southwest faces a worsening water crisis, which could spark conflicts between urban areas and agriculture. Rubino and Lutz also explore the volatility in AI stocks, likening the scene to the dot-com bubble, and discuss the urgency of resolving the ongoing government shutdown. The takeaway is clear: the signs of a slowdown — and a potential recession — are everywhere. Find John here: https://Rubino.substack.com Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe Kerry's New Book "The World According to Martin Armstrong – Conversations with the Master Forecaster" is now a #1 Best Seller on Amazon. . Get your copy here: https://amzn.to/4kuC5p5
Ben and Andrew begin with reactions to the OpenAI CFO discussing a federal "backstop" for prospective financing, as well as Sam Altman's recent comments about OpenAI's spending. Then: An emailer objects to the discussion of Bubble benefits, and questions about Meta's AI spending and a looming the AI backlash as hiring contracts and electricity prices rise. From there: Unpacking the announcement that Apple will use Gemini to power Siri, and two follow-ups to last week's discussion of "Too Big to Fail" in tech. At the end: Thoughts on Amazon's grocery ambitions, Walmart's continued success, the YouTube TV-ESPN dispute, and a listener's mental model of Ticketmaster.
Investors have been caught between the fear of missing the AI revolution and growing worries about an equity market bubble. With US valuations at the highest level since the dotcom surge 25 years ago, how concerned should investors be? Is now a good time to diversify beyond the US or retreat to cash? To explain how to navigate these complex markets, hosts Christopher Swann and Belinda Peeters are joined by CIO's global head of investment communications, Kiran Ganesh.
Elf was released on this day! Could Gwen Stefani and Blake Shelton be on the rocks?
The “Shiller PE Ratio” is at its highest level since November of 1999. That was at the peak of the online gold rush right before the dot com bubble burst in 2000. Today on the show, we learn what the Shiller PE Ratio is, how it works and whether we should be worried that it's relatively high right now.Related episodes: What's a Bubble?Zombie 2nd mortgages are coming to life, threatening thousands of Americans' homesFor sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Tyler Jones. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
On today's episode, we welcome PUP guitarist Steve Sladkowski to the show to chat with us about upgrading to that tour bus life, a look behind the curtain on NPR's Tiny Desk concerts, what it takes to become a Kentucky Colonel, and much more.* Follow PUP on Instagram. * Follow Steven Sladkowski on Instagram. * Grab PUP's new album and score tickets to their tour here. * Celebrate 25 years of Bullseye!* Order Jordan's new 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 new 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 new producer, Jordan Kauwling, on Instagram.Listen to See Jurassic Right!
All right, all right, all right—this week, it's just the Payne Capital crew, no guests, no filters, just real talk. After a string of great interviews, we're bringing it back to the roundtable to tackle the question everyone's asking: Are we in an artificial intelligence bubble? Bob dives into market history and draws parallels to the tech boom of the '90s. Courtney shares what Wall Street strategists are saying and why the AI narrative is dominating every segment. Chris gives us the pulse from clients—some are all-in on AI, others are bracing for a crash. Ryan calls out the all-or-nothing mindset and why predicting the top is a fool's game. We also dissect a real financial plan in our Financial Autopsy segment, helping a couple in their late 60s shift from aggressive growth to income-focused investing—without triggering massive tax bills. From margin debt mania to gold's surprise rally, from diversification myths to emotional investing traps, this episode is packed with insights, laughs, and actionable advice. Tune in to hear: ✅ Are we in 1995 or 1999? Bob reads the market tea leaves. ✅ Why diversification still matters—even if AI is hot. ✅ How to avoid living by the sword and dying by the sword in your portfolio. ✅ The emotional toll of bear markets and how to prepare before they hit. ✅ A real-life case study on reducing risk, increasing income, and optimizing for taxes. Don't miss this one—because when the tide goes out, you'll want to be wearing the right financial swimwear.
Stijn Schmitz welcomes Michael Oliver from Momentum Structural Analysis MSA. In this in-depth interview, Oliver provides a comprehensive analysis of the current financial landscape, with a particularly bullish outlook on gold, silver, and commodities. Oliver argues that gold and silver are on the cusp of a significant breakout, potentially reaching unprecedented levels. He suggests gold could reach $8,000, while silver might surge to $100-$200 within a few quarters. The key indicator for this potential surge is a technical spread relationship between gold and silver, which he believes is about to break out of a long-standing range. The discussion highlights the current economic context, particularly the potential for a major stock market correction. Oliver predicts the S&P 500 could decline by 50%, creating a significant shift in investment strategies. He emphasizes that this isn't just a typical market cycle, but a fundamental restructuring of asset allocation, with real-world assets like commodities becoming increasingly attractive. Oliver's analysis extends to broader economic trends, including government debt, monetary policy, and the potential for a reset in how people view money and investments. He suggests that the current monetary system, dominated by central bank interventions, is approaching a critical point of questioning and potential transformation. Regarding investment strategies, Oliver recommends focusing on silver, gold, and related mining stocks. He believes the miners, especially junior miners, could provide substantial leverage during this potential commodity boom. He's particularly excited about silver, arguing that when it breaks out, it could move dramatically and quickly enter a "new reality" of pricing. The interview concludes with Oliver emphasizing the importance of understanding market momentum and looking beyond traditional price charts. He suggests that investors should be prepared for a significant shift in asset preferences, with commodities and precious metals potentially becoming the preferred investment vehicles in the coming years.
Chatter about an AI bubble has been everywhere lately, and top tech companies like Google, Meta, and Microsoft have doubled down on their AI investments for 2026. But how have analysts in the past accurately identified forming tech bubbles? Mike and Lauren sit down with WIRED contributor and author of the newsletter Blood in the Machine Brian Merchant to break down the four criteria some researchers have used in the past to understand and brace for the worst. Learn about your ad choices: dovetail.prx.org/ad-choices
In this episode, Charlie and Peter examine whether we're in an AI bubble, discussing how a speculative bubble is defined, the warning signs of a bubble, the possibility that this is actually an AI revolution, and what investors should do.
For more than a decade, Canada's condo boom was on. Investors, at home and abroad, drove the craze over reselling preconstruction units. Rents skyrocketed, all while the condos themselves shrank in size. Today, the bubble has burst and the housing crisis continues. New condo sales in markets like Toronto and Hamilton are at 35-year lows and prices are driving potential homebuyers out of the city core. Is this actually an opportunity for developers to course correct to find “the missing middle?”Erica Alini, personal economics reporter for The Globe, explains why shoebox condos have been so appealing for North American developers, why the market for them has cratered and what needs to change to build cities with higher density at a liveable scale.Questions? Comments? Ideas? E-mail us at thedecibel@globeandmail.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
James Demmert thinks there is an AI bubble but thinks it has a long way to inflate still. He thinks the Dow can hit 100K sooner than people expect, in around 5 years, arguing that this business cycle has a “long runway.” However, he does see risk of a potential pullback along the way – and thinks one is overdue. James also comments on the AI capex race and Jensen Huang's comments around the U.S./China tech battle.======== 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
We want to hear from you! Please complete our survey: 2025 ABC News Daily Audience SurveyChip making giant Nvidia's value hit $5 trillion US last week, a milestone that just a few years ago was unthinkable.Two other tech giants have hit the $4 trillion US mark as excitement about the promise of AI drives investor interest. But in an uncertain world are the sky-high valuations sustainable, or a bubble that will soon bust? Today, the ABC's chief business correspondent Ian Verrender on why this might not be a bubble that bursts like the dot-com crash of the early-2000s. Featured: Ian Verrender, ABC Chief Business Correspondent
Adam Maguire, RTÉ Business Desk
The Reserve Bank has paused rate cuts amid rising uncertainty, while investors pour trillions into AI - with consequences that could reshape jobs, markets and society
In this festive and flavorful episode of **Remy's Roundtable: The Florida Theme Park Podcast**, your hosts **Remy**, **Jen**, and **Mike** gather around the Roundtable to share stories, laughs, and plenty of Disney magic. As the holidays approach, the crew dives into food, history, and haunted adventures across the Walt Disney World Resort — blending nostalgia, flavor, and fun into one unforgettable show.Remy and Jen start things off by taking listeners to **EPCOT's International Food & Wine Festival**, where they share their culinary discoveries from around the world. The duo recounts their stops at some of the most talked-about booths this season, including *Gyozas of the Galaxy*, *India*, *Greece*, and the perfectly cozy *Milled and Mulled* stand. They discuss the dishes that stood out, the flavors that surprised them the most, and how the festival atmosphere continues to make EPCOT one of the most exciting parks to visit during the holiday season.As they savored delicious bites and drinks, Remy and Jen also caught a high-energy live performance by **Big Bad Voodoo Daddy**, bringing that swingin' holiday flair to the American Gardens Theatre. Between the music, the food, and the festive spirit, their visit to the festival perfectly captured the essence of the season at Walt Disney World.Next, Jen takes the mic for her always-enlightening segment, **This Week in Disney History**. In this week's historical spotlight, Jen dives into a fascinating moment from the 1950s when **Walt Disney appeared as a guest on the popular television game show “What's My Line?”** It's a piece of Disney history that many fans may not know, giving listeners a glimpse into how Walt's charm and humor captivated audiences beyond the theme parks. Jen breaks down how appearances like these helped shape Disney's image as both an innovator and an entertainer during a time when television was still finding its footing.Then, Remy brings on the chills with his segment, **Ride of the Week**, focusing on one of Disney's most beloved and legendary attractions — **The Haunted Mansion**. Remy explores the ride's history, from its early development by Walt Disney and his Imagineers to the timeless storytelling that keeps guests coming back for more. He highlights the unforgettable work of voice actor **Paul Frees**, the “Ghost Host” who gave life (or death!) to the attraction's haunting personality. Remy also shares some eerie fun facts, creative design details, and his personal connection to this classic ride that continues to define Disney's dark side of fun.Finally, **Mike** wraps things up with another mouthwatering edition of **Mike's Munchies**, this time featuring **Jiko – The Cooking Place** at Disney's Animal Kingdom Lodge. Known for its vibrant flavors and elegant atmosphere, Jiko is one of Disney's culinary crown jewels. Mike walks listeners through his perfect meal — from appetizers and entrées to desserts and drinks — breaking down the experience with his signature humor and foodie expertise. Of course, Remy jumps in to calculate **Mike's grand total**, revealing just how much a dream meal at Jiko might set you back.With laughter, storytelling, and plenty of passion for all things Disney, this episode has a little something for everyone — from food lovers to history buffs to thrill ride fans. So pour yourself a festive drink, kick back, and join **Remy, Jen, and Mike** for another magical, delicious, and slightly spooky edition of **Remy's Roundtable: The Florida Theme Park Podcast**.
In this episode, Rustin breaks down the financial storm shaking global markets, Bitcoin's sharp crash, AI's growing chaos, and SoftBank's brutal losses. Is this the start of a new 2008-style meltdown? We dig into OpenAI's jaw-dropping $1.25 trillion compute bet, Oracle's soaring debt, and what it all means for the future of money, tech, and power.SPONSORS✅ Lednhttps://www.nmj1gs2i.com/8LJN3/9B9DM/?source_id=podcastSimply Bitcoin clients get 0.25% off their first loanNeed liquidity without selling your Bitcoin? Ledn has been the trusted Bitcoin-backed lending platform for 6+ years. Access your BTC's value while HODLing.
Tesla shareholders will vote today on whether or not to approve a pay package for CEO Elon Musk that could end up being worth over US$1 trillion. Fears about an AI bubble have reached the point where financial advisors are now sending out Nvidia-branded bubble guns.
Michael Burry placed a $1.1 billion bet against AI-focused companies Nvidia and Palantir, prompting a global sell-off in technology stocks. Japan's Nikkei 225 index fell 2.5 percent, led by a more than 10 percent drop in SoftBank shares. Nvidia, Amazon, Samsung, and TSMC also experienced declines. Analysts cited concerns about high AI company valuations and the sustainability of current spending levels compared to revenue.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.
Subscribe to LMSU's Patreon for a sector plan BoCo bonanza! All aboard folks! Team LMSU is continuing our BoCo odyssey, adventuring through each of the six sector decarbonisation plans. AND we're bringing friends! That's right, we're calling in even nerdier reinforcements and experts to join us as we venture on. This week, we'll be joined by sometime co-host Alison Reeve from the Grattan Institute to unpack the Industry sector plan. And if somehow that isn't temptation enough for you crazy climate cats, the only way you'll see evidence of Luke, Tennant and Frankie's cosplay efforts at our recent Chaos Trivia event is by subscribing, so hop to it!—With COP30 in Belem, Brazil only days away, your intrepid hosts dive into recent remarks from UN Secretary General, António Guterres, widely reported as ‘the world has missed 1.5C', the reality being much more nuanced commentary from this climate champion as he enters his final year as Secretary General. Undoubtedly, it feels like a threshold moment as he acknowledges the world has breached 1.5C. We are now in the realm of overshoot, but the longer term of objective of stabilising temperature increases to 1.5C is still possible - keeping 1.5 alive - but only if we redouble efforts to focus on decarbonisation here and now, and flags the need to ramp up efforts on negative emissions. Significant remarks and food for thought on the real and difficult choices ahead!Our main courseIs it 1965 or is what's old new once again folks? Your intrepid hosts wade into the technical, controversial, futuristic yet bafflingly bootstrapped proposition that is geoengineering - shooting stuff into the sky and blocking out some sunlight, cooling the earth's surface. What could possibly go wrong?! Well, this paper, ‘Engineering and logistical concerns add practical limitations to stratospheric aerosol injection strategies' published in Nature and authored by Miranda Hack, V. Faye McNeill, Dan Steingart and Gernot Wagner, has some thoughts! Engineering challenges? Yes! Cost? What better use of diamond dust could there be! Governance issues? A few! What is incredibly clear from reading this paper is that there are no easy decisions when it comes to the need to consider negative emissions technologies or other novel ways of moderating temperature increases. Could it be that on closer inquiry, we should just focus on getting on with decarbonising, or is more research required?One more thingsTennant's One More Thing is: more ranting about data centres! Tennant has questions about the ultimate viability of the eyewatering numbers of speculative capacity in new data centre growth, as well as the equally worrying implications for viability coal closures if much of this does come to pass. Bubble or not, we'll find out soon enough!Frankie's One More Thing is: a massive shout out and thanks to 150 fabulous folk that fronted up to Chaos Trivia last week in Melbourne, including ultimate winners, No One Likes A Gentailer. Props to our co-hosts Currently Speaking, our MC extraordinaire Mark Spencer and The NEMChat Singers who added colour, movement and grooves to the chaos! With all proceeds going to the brilliant First Nations Clean Energy Network there was much to love. Luke's One More Thing is: a definitely-not-resentful readout of the paper he really wanted us to read this episode, IRENA's ‘Delivering on the UAE Consensus: Tracking progress toward tripling renewable energy capacity and doubling energy efficiency by 2030.' TL;DR is we're going gangbusters on solar but woeful progress on energy efficiency. More to do!And that's it for now, Summerupperers. There is now a one-stop-shop for all your LMSU needs: head toletmesumup.netto support us on Patreon, procure merch, find back episodes, and leave us a voicemail!
At WSJ's Tech Live, Jessica Mendoza sits down with Michael Kratsios, Director of the White House Office of Science and Technology Policy to discuss the pivotal moment in the U.S.-China AI race, how he thinks AI should be regulated, and whether or not the AI boom might be a bubble. Further Listening: - Is the AI Boom… a Bubble? - How a $1.5 Billion Settlement Could Alter the Course of AI - The Nvidia CEO's Quest to Sell Chips in China Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Patrick Bet-David, Tom Ellsworth, Brandon Aceto, and Barry Habib break down Zohran Mamdani's NYC victory, the mass panic among residents preparing to flee, Prop 50's passage and its political fallout, and whether the booming AI market is on the verge of collapse.------
Patrick Bet-David and the PBD Podcast crew react to Michael Burry's latest short against Nvidia and Palantir. They break down his warnings, Palantir's fiery response, and what sky-high P/E ratios say about an overheated AI market. Is Burry calling the next Big Short moment?
[00:05:06] – Hospital Murder & Medical TyrannyKnight revisits the case of Grace Schara, a Down-syndrome patient given a DNR order against her family's wishes. He calls it proof the medical system has become a state-run death regime prioritizing control over care. [00:17:09] – The Monster RNA LieKnight cites new data showing spike proteins persisting for years. He brands Trump “one of history's great poisoners” for bankrolling the shots through Operation Warp Speed. [00:42:39] – Orthodox Jews vs. Zionist PowerKnight features an Orthodox rabbi denouncing Zionism as political idolatry, praising Jews who separate faith from nationalism. [01:21:49] – Trump's SNAP Shutdown: Starving for LeverageKnight condemns Trump for using food stamps as political ransom during the shutdown. [01:47:38] – Michael Burry's Billion-Dollar AI ShortKnight analyzes investor Michael Burry's massive short against AI giants. [02:16:23] – AI Revolution: White-Collar Job ExtinctionKnight covers mass layoffs as AI replaces cognitive work. [02:31:15] – The Self-Driving Prison GridKnight warns that Musk's autonomous car agenda is rooted in DARPA's surveillance programs. Calling it the road to total mobility control. [02:40:21] – The Coming Greater Depression & Great ResetKnight predicts Burry's AI crash will trigger the “Next Great Reset,” a global collapse managed through digital rationing, war, and financial reprogramming. [02:55:10] – Trump's $300 Million Epstein BallroomKnight ends by revealing Trump's new ballroom funded by donors tied to government contracts. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
The stock market bubble is going to pop! And we're going to tell you when. In today's episode we discuss that price is the ultimate indicator of market truth. Charts, narratives, and data often distort reality, while price alone reflects what investors truly believe. Don't overcomplicate investing with speculative indicators, fear-based "chart crimes," and emotional herd behavior, especially in areas like AI stocks that echo the dot-com bubble. Fundamentals and narratives often mislead, while disciplined attention to price direction and risk management yields better results. We discuss... Price is the purest and most reliable truth in markets, capturing the collective judgment of all participants and filtering out misleading narratives. Investors often get trapped by "chart crimes," forcing technical patterns or trends that confirm what they want to see rather than what the market is actually showing. Investors often believe that deeper analysis means better insight, but in truth, simplicity and clarity around price direction outperform complex models. There are strong parallels between the current AI investment boom and the late-1990s dot-com bubble. Euphoric narratives around transformative technologies tend to overinflate valuations before reality catches up. AI enthusiasm is driving herd behavior, where investors fear missing out on perceived "once-in-a-lifetime" gains, leading to speculative excess and distorted valuations. Most investors misjudge risk, confusing volatility with opportunity, and failing to respect the message that price declines are often early warnings of deeper structural problems. There are under-appreciated risks building in private markets, especially private credit and private equity, which have grown rapidly outside the scope of traditional regulation. Private credit lacks transparency, liquidity, and oversight, creating potential systemic vulnerabilities if credit conditions tighten or defaults rise. In contrast, regulated banks, though unpopular, are more transparent and stress-tested, making them safer in relative terms despite their public scrutiny. Investors chasing yield in private markets are ignoring the lessons of past crises, mistaking the illusion of stability for real safety. Liquidity is an often-overlooked advantage, allowing investors to act decisively when market conditions change instead of being trapped in illiquid positions. Stay grounded in simplicity, price truth, and discipline, avoid the noise of narratives, the allure of complexity, and the comfort of consensus thinking. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/stock-market-bubble-761
US voters issued a rebuke of President Donald Trump, US stocks dropped on Tuesday as jitters over highly elevated valuations for many artificial intelligence companies intensified, and some investors are worried there's an AI bubble in Asian stocks as well. Plus, UniCredit's ambition to become a European banking powerhouse has hit a series of roadblocks. Mentioned in this podcast:US election results liveListen to the Swamp Notes podcastUS stocks slide as investors fret over high valuations for AI companiesAsian markets' reliance on AI boom raises ‘bubble' fearsWhat next for Andrea Orcel's UniCredit?Today's FT News Briefing was produced by Marc Filippino, Sonja Hutson, Lulu Smyth and Victoria Craig. Our show was mixed by Kent Militzer. Additional help from Michael Lello. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music. Hosted on Acast. See acast.com/privacy for more information.
“AI may not simply be 'a bubble,' or even an enormous bubble. It may be the ultimate bubble,” writes tech journalist Brian Merchant. In the first half of the year, AI contributed to 1.1% of GDP growth and eight tech companies are now valued at $1 trillion or more. While investors are giddy at the pace of growth, many economic analysts are more sober. We get to the bottom of the bubble and what might happen if it pops. Guests: Charlie Warzel, staff writer, The Atlantic. Warzel is also the author of "Galaxy Brain," a newsletter about the internet and big ideas. - he co-authored the piece "Here is How the AI Crash Happens" Brian Merchant, tech journalist, writes the "Blood in the Machine" newsletter, author, "Blood in the Machine: The Origins of the Rebellion against Big Tech; his most recent piece in Wired is "AI is the Bubble to Burst Them All" Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 4, 2025 – How is China pulling ahead in the global tech race—and what does it mean for the future? Cris Sheridan interviews Rich Turrin, renowned fintech influencer and author, on the dramatic contrasts between China and the US in tech...
"Risk" and "uncertainty" are similar concepts. But your financial plan has to be prepared to cope with both. I think that mix is what's making some folks a little uneasy right now. In addition to the typical risks that all investors accept, we're also dealing with uncertainty around the government shutdown and what the effects on the economy will be until our leaders get back to the negotiating table. And, despite strong market returns this year, some observers are uncertain about the outsized impact that big tech companies might be having on portfolios. On today's show, we try to clear away some of the fog around the shutdown and the latest market data so that folks can start clarifying their plans for 2026.
Jason and Jeff chat about the "circular" AI deals, whether AI stocks are just hype, and what it would actually take for this bubble to keep inflating. In this episode, we ask:Are AI stocks dangerously overvalued? What are these "circular deals" between companies like Nvidia, AMD, and OpenAI? Is this AI rally just like the dot-com bubble? Will AI lead to massive job losses, or will it just change what our jobs look like? Where will all the energy come from to power AI? (And what does this mean for nuclear power?) How we're thinking about investing and building a resilient portfolio right now.00:23 Exploring the AI Bubble00:56 Pitching the Premium Plan03:38 Market Crash Expectations06:33 AI's Impact on the Market15:55 Energy and AI: A Symbiotic Relationship22:41 The Future of Jobs in an AI-Driven World26:16 AI's Impact on Employment and Economy27:08 Amazon's AI Evolution with Alexa28:05 AI's Role in Business and Education33:34 AI's Influence on Market and Investments37:10 Future of Top Companies and AI42:06 Investment Strategies Amid AI UncertaintyCompanies mentioned: ADBE, AMD, AMZN, ASML, LMND, NOK, NOW, NVDA, TSM*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest
One of Netflix's most beloved shows is getting a season 3.
Wall Street limps into a new day of trading after its worst single session in nearly a month, driven by growing fears of an AI bubble and a massive wealth wipeout in chip stocks. Plus, investors are zeroing in on Election Day and what's shaping up to be a potential Democratic sweep, as President Trump faces a critical tariff test in the Supreme Court. And later, lawmakers in Congress return to the negotiating table in what has now become the longest government shutdown in U.S. history. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Is AI infrastructure the next great buildout — or the next bubble waiting to burst?In this episode, Jake Corley (@jacobcorley) and Justin Ballard (@JLB_Oso) break down what might be the largest capital migration in modern history — the trillion-dollar rush to build data centers, generation, and power infrastructure for AI.From Fermi America's $13B IPO to Crusoe's $10B valuation, from China's 40-GW dams to America's permitting gridlock — this one connects the dots between energy, compute, and capital.We explore: ⚡ The $250B+ pouring into AI infrastructure this year ⚡ How off-grid power and natural gas are reshaping the landscape ⚡ Whether the boom is sustainable — or headed for a shakeout ⚡ Why China's generation advantage could reshape the AI arms race ⚡ The fusion of AI, Power, and Bitcoin — and what it means for the next decadeIt's AI x Power x Bitcoin — and the lines are blurring fast.
Terry Savage, nationally syndicated money columnist, joins Lisa Dent to discuss the markets. As fear grows over a possible AI bubble, Savage gives her take on the reality of the AI market and how Warren Buffett and Berkshire Hathaway’s cash holdings might signal the market could be in danger. Then, as always, she answers questions […]
ChatGPT: OpenAI, Sam Altman, AI, Joe Rogan, Artificial Intelligence, Practical AI
Nvidia's success has fueled speculation about a new AI bubble. But with massive global adoption, the numbers tell a different story. This is growth built on the power of computation, not hype.Get the top 40+ AI Models for $20 at AI Box: https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle
Send us a textThe lights go out, the house starts to chill, and the clock begins to tick on your pipes, your food, and your morale. We walk you through a clear, common-sense plan to ride out a winter blackout without panic or pricey gear. From sealing one warm room to picking the safest heat sources, this guide focuses on what works, what's affordable, and what actually keeps your family safe.We start with the hidden hazards: why pipes burst, how long it really takes for a freeze to happen, and how to buy time with insulation, closed vents, and a slow drip. Then we get into human safety. Hypothermia can creep up fast, especially for kids and older adults, so we break down the early signs and the layering system that helps you hold onto heat. Carbon monoxide gets no second chances, so you'll learn how to position a portable propane heater safely, why ventilation matters, and how to place CO detectors to protect sleeping areas.Gear doesn't have to be expensive to be effective. Bubble wrap on windows, thrifted thermal curtains, towel draft stoppers, and shrink-film kits can slash heat loss dramatically. LED headlamps and crank flashlights free your hands for cooking and repairs. We talk food and power management too: moving perishables into coolers with frozen water jugs, keeping fridge doors shut, and cooking simple, high-protein meals without fresh produce. Black bean burgers, minimalist chili, and quick refrieds prove that shelf-stable can still taste great when it's cold outside.We also tackle generator safety and realistic load planning, plus surge protection to guard electronics. And for those worried about EMPs, we separate myth from fact, sharing simple shielding options like ammo cans lined with cardboard or an unplugged microwave for spare radios, batteries, and medical devices. With a 72-hour mindset, a sealed warm room, safe heat, light you can count on, and honest food that fuels, a winter outage becomes manageable.If this helped you feel more prepared for cold-weather outages, subscribe, share it with a friend who needs a plan, and leave a quick review to help others find the show.https://augasonfarms.com?sca_ref=9315862.VpHzogdDNuAugason FarmsSupport the podcast. Click on my affiliate link and use coupon code PODCASTPREP for 10% discount!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showHave a question, suggestion or comment? Please email me at practicalpreppodcast@gmail.com. I will not sell your email address and I will personally respond to you.
A seasoned Fidelity fund manager joins the Market Sense team to tackle the question everyone is asking: “Are we in an AI bubble or is this the beginning of a long-term tech transformation?" We'll also discuss how to spot durable tech investments and explore what can make a company an AI "winner" or "loser." Want to research tech ETFs? Click here to search, filter, and analyze ETFs/ETPS using Fidelity's free screener tool. Read the full transcript View the slides Watch the video replay
When is a bubble a bubble? When is hype around a new technology signalling the dawn of a new industrial revolution? We assess the arguments for and against AI and its inflated valuations. AI firms and their stocks have surged in the last year, accounting for more than 80% of America's economic growth. But is there real demand underpinning this?To get in touch with the programme, you can email us at businessdaily@bbc.co.ukPresenter: Ed Butler Producer: Gideon Long(Picture: The Nasdaq MarketSite in New York, US, on Tuesday, March 11, 2025. Credit: Getty Images)
You've heard us mention the good folks at Jackson's Wine & Spirits many times on our podcast. For this week's short, we taste and review a new RD1 Bourbon Pick called "Bubble Gum Delight" that recently hit the shelves at Jackson's. Clocking in at 6 years and 116.8 proof, this bourbon packs some flavor. However, we also experimented with this one a bit and the results were quite surprising. --------------------------SocialsIG: https://www.instagram.com/themashupkyFB: https://www.facebook.com/themashupkyYouTube: https://www.youtube.com/@themashupkyJoin our community on Patreon: https://www.patreon.com/TheMashUpBourbonPodcastPartnership(s)Visit Bourbonoutfitter.com and enter code THEMASHUP for a special discount or visit bourbonoutfitter.com/THEMASHUPMusic: All the Fixings by Zachariah HickmanThank you so much for listening!
When the bubble pops, what's left standing? Everyone's calling AI a bubble — and yeah, there's some wild stuff happening behind the scenes. Billions changing hands between the same few tech giants. Investments that look more like circular loans than innovation. But what if the real bubble isn't AI at all? Rob breaks down what's really inflating, what's not, and why your business shouldn't lose sleep over it. The headlines may sound like the sky's falling, but the tools driving real results aren't going anywhere. Some bubbles burst. Others just float higher. Listen now to hear Rob's take on which kind this is and why the real value of AI doesn't care what the stock chart says.
Our Top 10 for today: #BurstingMyBubble
A balanced deep-dive on whether we're in an AI bubble—covering bull vs bear cases, Nvidia/OpenAI economics, productivity data, “round-tripping,” and what could actually pop the AI boom. Invest in yourself today: https://www.alux.app We put together a FREE Reading List of the 100 Books that helped us get rich: https://www.alux.com/100books
Certainly a popular question. Plus Medicare decision time, the CZ pardon and say goodbye to the Buffett premium. Plus plus where did the milk chocolate in my candy bar go?
AI's market dominance and transformative potential are undeniable - but is the pace of AI investment sustainable? This week, Lauren Goodwin and Julia Hermann deconstruct the question they're asked most frequently, with an eye on short-term shifts in the AI investment thesis that may affect long-term conviction.
The Federal Reserve cut interest rates again, but what does that mean for the everyday consumer? Glenn breaks it down in layman's terms what the Fed does and what the cut means. Why are people who own fancy cars like BMWs on food stamps to begin with? Glenn analyzes Russia's latest move and explains why Russia may have dealt its final hand. Glenn discusses the strange situation that occurred at a recent Wikipedia conference. Glenn discusses the operation Arctic Frost scandal that Glenn claims makes Watergate look like a child's play operation. Did President Biden have an "enemies" list that targeted members of the GOP? Glenn previews “George AI” and answers some questions regarding the Torch and the future of his shows and career. Glenn and Stu discuss yet another story involving a monkey working on electric wires. An update on the diseased monkey from Mississippi made the story even weirder. Glenn shares the story of working with Michael Jackson's pet monkey, Bubbles. Glenn and Stu discuss a possible Vance/Rubio presidential ticket for 2028. Learn more about your ad choices. Visit megaphone.fm/adchoices
Krystal and Saagar discuss mass AI layoffs, Nvidia bubble watch, healthcare costs spike, Kash Patel rages over Kirk foreign ties probe. To become a Breaking Points Premium Member and watch/listen to the show AD FREE, uncut and 1 hour early visit: www.breakingpoints.comMerch Store: https://shop.breakingpoints.com/See omnystudio.com/listener for privacy information.