Podcasts about bubbles

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    Best podcasts about bubbles

    Show all podcasts related to bubbles

    Latest podcast episodes about bubbles

    The Journal.
    CoreWeave, the Company Riding the AI Boom

    The Journal.

    Play Episode Listen Later Nov 12, 2025 19:55


    WSJ's Dan Gallagher takes us inside the little-known company playing a pivotal role in the AI spending boom. And Jessica Mendoza speaks to CoreWeave CEO Mike Intrator at WSJ Tech Live conference about whether the boom could be a bubble. Further Listening: - Is the AI Boom… a Bubble? - The Unraveling of OpenAI and Microsoft's Bromance - Artificial: The OpenAI Story Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

    FOX Sports Knoxville
    TalkSports HR1 11.12.25: Gas Station Woes + College Football Playoff Bubble Watch

    FOX Sports Knoxville

    Play Episode Listen Later Nov 12, 2025 52:00


    Cody has problems at the gas station... The boys discuss the College football playoffs and bubble teams. Also, do bowl games matter or the opponent in the bowl game?

    Early Break
    Nebrasketball took on Maryland-Eastern Shore last night at Pinnacle Bank Arena…and just like most years, a famous bracketologist already has the Huskers ‘on the bubble'

    Early Break

    Play Episode Listen Later Nov 12, 2025 38:13


    Nebraska entered last night's game as 35.5 point favorites vs. Maryland-Eastern Shore, trying to move to 3-0 before they head to Sioux Falls on Saturday for a matchup vs. Oklahoma (who also played last night) We love talking Bracketology here---ESPN's Joe Lunardi put out his ‘early season' Bracketology to which Nebraska is…..First Four Out. As they have been for the duration of time. Time is truly a flat circle. Show Sponsored by SANDHILLS GLOBALOur Sponsors:* Check out Avocado Green Mattress: https://avocadogreenmattress.com* Check out Hims: https://hims.com/EARLYBREAK* Check out Infinite Epigenetics: https://infiniteepigenetics.com/EARLYBREAK* Check out Uncommon Goods: https://uncommongoods.com/EARLYBREAK* Check out Washington Red Raspberries: https://redrazz.orgAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

    Jay Towers in the Morning
    Back In The Day, Hollywood Minute & Allyson's Bubble

    Jay Towers in the Morning

    Play Episode Listen Later Nov 12, 2025 9:15 Transcription Available


    Sabrina Carpenter is going to star in an Alice in Wonderland movie!

    Fringe Radio Network
    A.I. Bubble-Trouble - Happy Fools

    Fringe Radio Network

    Play Episode Listen Later Nov 12, 2025 88:36 Transcription Available


    We start tonight off with a major mea culpa appetizer, then move to the AI bubble and Enoch propaganda for our main course. Then, Alfredo teaches us how to end the battle of the sexes for desert. Enjoy!Email us at happyfoolspodcast@gmail.comOrder Shroud-Pilled!Buy my book God's Eye View with this link: https://a.co/d/7CI89rvBuy the Audiobook: https://www.audible.com/pd/Gods-Eye-View-Audiobook/B0F55K2GT1?source_code=ASSGB149080119000H&share_location=pdpWant to publish a book? Check out my publisher https://hemisphericpress.com/Check out our ad free substack: https://hemisphericpress.substack.com/ 

    Chit Chat Money
    Our First AMA Episode (AI Bubble, Investing Regrets, and Personal Goals)

    Chit Chat Money

    Play Episode Listen Later Nov 12, 2025 66:20


    On this episode of Chit Chat Stocks, Brett and Ryan perform their first "Ask Us Anything" (AMA) episode, where they answer 15 questions pre-submitted by listeners. If you want to participate in future AMA episodes, make sure to subscribe to the podcast on Substack and follow us on Twitter/X.We discuss:00:00 Introduction02:45 The AI Trade15:49 Missed Investment Opportunities22:04 Investing beyond AI25:19 What the market doesn't understand33:17 Understanding Stock Investment Theses and KPIs40:37 The Impact of Crypto Leverage on Market Dynamics42:21 Analyzing Portillo's: A Case Study in Value Investing44:28 Balancing Professional Life and Stock Research47:28 Long-Term Vision with Nelnet 51:25 Favorite Financial Media and Learning Resources*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

    Reuters Econ World
    Bubble talk – Part 2

    Reuters Econ World

    Play Episode Listen Later Nov 12, 2025 39:15


    What if the AI investment boom goes wrong? Host Carmel Crimmins and Reuters editor-at-large Mike Dolan reconvene to look at the real-world impact of the dash for artificial intelligence and the role national security is playing in the multi-billion dollar spending spree. Sign up for the Reuters Econ World newsletter. Sign up for Mike Dolan's Morning Bid U.S. newsletter, and check out his columns on Reuters Open Interest. For information on our privacy and data protection practices visit the Thomson Reuters Privacy Statement. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Leaders in Medical Billing
    Navigating the Tech Bubble: Strategies for Medical Billing Companies with Matt Seefeld

    Leaders in Medical Billing

    Play Episode Listen Later Nov 12, 2025 35:20


    In this episode of "Leaders in Medical Billing," host Chanie Gluck welcomes Matt Seefeld, CEO of MedEvolve, to discuss his extensive experience in the healthcare industry. With over 24 years in management consulting, Matt shares insights into process improvement and technology development across the revenue cycle. He reflects on his journey from his early career at StockAmp and Associates to leadership roles at PricewaterhouseCoopers, Deloitte, and InterPoint Partners. Matt also discusses the transition from consulting to building a technology company, and the lessons he's learned along the way. Tune in to discover valuable takeaways for medical billing professionals and insights into the evolving landscape of healthcare technology. This episode is sponsored by 4D Global, empowering medical billing companies through offshore staffing.     [00:02:07] Measuring healthcare administrative performance. [00:06:39] Tech bubble in healthcare. [00:08:47] Complexity of healthcare revenue cycle. [00:11:35] AI and coding denials feedback. [00:15:19] Agentic automation in revenue cycles. [00:19:40] Waste in healthcare processes. [00:22:49] AI in patient engagement solutions. [00:27:32] Importance of data transparency. [00:29:11] AI automation and benchmarks. [00:33:06] Social issues in healthcare.

    The Rizzuto Show
    Crap On Extra: Shocking Cause Of Ace Frehley's Death Revealed and Bubbles Troubles!

    The Rizzuto Show

    Play Episode Listen Later Nov 11, 2025 36:02


    MUSICThree Days Grace have announced a three-leg North American tour with I Prevail, The Funeral Portrait and Sleep Theory rotating as opening acts in the U.S., and Finger Eleven opening the Canadian dates. Tickets go on sale Friday. https://www.1057thepoint.com/event/three-days-grace-2026/ Three Days Gracewith special guests I Prevail and The Funeral PortraitVenue: Enterprise Center Date: Saturday, November 7, 2026 Sublime announced they'll be doing full album shows for notable anniversaries at Red Rocks in Morrison, Colorado next year. Sublime is up first as they'll celebrate the 30th anniversary of their self-titled album by performing it in full on April 17th, with a show of their best known songs and tracks from their upcoming album Til the Sun Explodes with some "special guests" on the 18th. Tickets for all four shows go on sale Friday. https://www.instagram.com/p/DQ4jAWBkSZx Guitarist Frank Hannon has confirmed that Tesla is working on a new covers project, with the band recording songs like Supertramp's "Give A Little Bit" https://blabbermouth.net/news/teslas-upcoming-covers-project-to-include-versions-of-supertramp-the-temptations-climax-blues-band-classics While walking the red carpet before the Rock and Roll Hall of Fame induction ceremony, Heart's Nany Wilson advocated for radio icon Howard Stern's induction into the Rock Hall. https://ultimateclassicrock.com/howard-stern-rock-hall-nancy-wilson/ The cause of Ace Frehley's death has been announced by the Morris County, New Jersey Medical Examiner.A fall in September at his New Jersey home resulted in a fracture to the back of his skull, a subdural hematoma, and a stroke. While the ME is awaiting the results of a toxicology screening, his death was ruled an accident. Frehley fell in his home studio in New Jersey in September, forcing the cancellation of a show in California. He then fell again at home, striking his head and being knocked unconscious. He was airlifted to Morristown Medical Center in Morristown, New Jersey and was placed on a ventilator for two weeks before dying on October 16th from a brain bleed. He was 74.Couple of new books out for your music journalism collectionDolly Parton memoir Star of the Show: My Life on Stage publishes.Layne Staley journals collection This Angry Pen of Mine publishes.Robbie Robertson memoir Insomnia publishes. TVABC airs the Dancing With the Stars 20th anniversary special.ABC airs the special The Golden Girls: 40 Years of Laughter and Friendship. Trailer Park Boys actor Mike Smith has “stepped away” from his role in the comedic series in light of a sexual assault lawsuit against him, the team behind the Netflix show announced. https://www.thewrap.com/trailer-park-boys-star-mike-smith-steps-away-from-comedy-series-after-sexual-assault-lawsuit/ James Gunn is producing a "V for Vendetta" series for HBO. DC Studios heads James Gunn and Peter Safran will executive produce, with Pete Jackson (not the Lord of the Rings filmmaker) directing. https://consequence.net/2025/11/v-for-vendetta-hbo-series-james-gunn/ Monday night, First We Feast dropped the news that Glen Powell is the next guest on Hot Ones! https://www.instagram.com/reel/DQ4-BiQiLpV/?utm_source=ig_web_copy_link&igsh=NTc4MTIwNjQ2YQ%3D%3D TV chef Gordon Ramsay isn't tweaking his menu at any of his restaurants just to appease diners using weight loss medications who may require smaller meal portions. https://tvshowsace.com/2025/11/10/gordon-ramsay-goes-on-vulgar-tirade-over-ozempic-menu/#google_vignette St. Louis native Tarek Husseini and Kansas City native Erin Luttrell are set to appear on season 12 of Food Network's “Holiday Baking Championship.” https://fox2now.com/news/missouri/two-missouri-bakers-to-compete-on-food-networks-holiday-baking-show/ MOVING ON INTO MOVIE NEWS:Jackie Chan has become a trending topic online after another death hoax has gone viral. https://www.cinemaexpress.com/international/news/2025/Nov/11/is-jackie-chan-no-more-superstars-fake-death-news-worries-fans Jessica Rabbit is getting her own movie. But Disney will have nothing to do with this one. Gary Wolf is the creator of Roger Rabbit and Toontown. "Who Framed Roger Rabbit" is based on his 1981 book "Who Censored Roger Rabbit". And in a new interview, he revealed that he recently got the rights to the property back from Disney, and he's already got some new projects in the works. https://www.avclub.com/who-framed-roger-rabbit-creator-rights-reverted-disneyWith "Wicked: For Good" hitting theaters on the 21st, it must be good timing to auction off the ORIGINAL Wicked Witch's hat. The pointy black hat that Margaret Hamilton wore in 1939's "The Wizard of Oz" will be auctioned on December 3rd. (Here's the iconic Wicked Witch scene.) https://www.hollywoodreporter.com/movies/movie-news/wicked-witch-hat-wizard-oz-auction-margaret-hamilton-1236422816/?AND FINALLYModel Ignacia Fernández, the 27-year-old model who recently went viral for showing off her death metal vocals during a beauty pageant qualifier, was crowned Miss World Chile 2025 on Sunday night. https://blabbermouth.net/news/death-metal-singer-ignacia-fernandez-crowned-miss-world-chile-2025 AND THAT IS YOUR CRAP ON CELEBRITIES!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    The John Batchelor Show
    78: PREVIEW. AI in the Marketplace. Elizabeth Peek examines AI in the marketplace regarding the spectacular rise of stocks and related "bubble talk." While the core story is intact, valuation issues persist. AI dominates conversations about prod

    The John Batchelor Show

    Play Episode Listen Later Nov 11, 2025 1:33


    PREVIEW. AI in the Marketplace. Elizabeth Peek examines AI in the marketplace regarding the spectacular rise of stocks and related "bubble talk." While the core story is intact, valuation issues persist. AI dominates conversations about productivity and hiring. C-suite candidates must be conversant with AI to be considered for jobs. 1954

    Business Casual
    Author Michael Lewis on 10 Years of “The Big Short," AI Bubble, and Sports Gambling

    Business Casual

    Play Episode Listen Later Nov 11, 2025 37:54


    Episode 711: Neal and Toby chat with author Michael Lewis to talk about the 10th anniversary of “The Big Short” movie and the lines drawn from the 2008 financial crisis to today. Then, Michael shares his take on the AI industry and whether or not we're actually in a bubble. Plus, a dive into prediction markets and the proliferation of sports betting. Finally, Neal and Toby put on their casting director hats and re-cast “The Big Short” as if it was being made today. 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

    Exchanges at Goldman Sachs
    Are AI Bubble Concerns Warranted or Overblown?

    Exchanges at Goldman Sachs

    Play Episode Listen Later Nov 11, 2025 14:16


    AI bubble concerns are back amid a rise in AI-exposed companies' valuations, ongoing massive AI spend, and the increasing circularity of the AI ecosystem. Goldman Sachs Research's Eric Sheridan and Kash Rangan discuss whether bubble concerns are warranted or overblown.    Date of recordings: September 26 and October 30, 2025  The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products.  This material may contain forward-looking statements.  Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose.  Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs.  A transcript is provided for convenience and may differ from the original video or audio content.  Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs.    Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html. Goldman Sachs does not endorse any candidate or any political party.  © 2025 Goldman Sachs. All rights reserved.  Learn more about your ad choices. Visit megaphone.fm/adchoices

    Inside the ICE House
    November Markets in Focus: Labor Market Slowdown, AI Boom vs Dot Com Bubble, Market Opportunities

    Inside the ICE House

    Play Episode Listen Later Nov 11, 2025 14:21


    Phil Rosen of Opening Bell Daily joins Inside the ICE House to unpack the forces driving the U.S. labor market slowdown. He explains how Fed rate hikes, the post-pandemic hiring reversal, and AI adoption are reshaping employment trends. While AI often gets the blame, Phil notes it's just one piece of a larger economic shift. He also shares why today's AI boom differs from the dot-com era and how younger investors continue to see market pullbacks as buying opportunities.

    No Accounting For Taste
    Hushed Puppy Bubble Guts

    No Accounting For Taste

    Play Episode Listen Later Nov 11, 2025 110:18


    In this episode of Coastal Idiots… Shane and Katherine are not the only ones pooped in this fast paced, stressful world. The Idiots were visited by their friend Andrea Jin and her dog Piqua, who had a bad case of the bubble guts, so much so that they had to enlist the help of renowned famous Pet Medium Stewart Audrey. Were they able to halt this shitty situation? Tune in to tune out! ++++++++++++++++++++++++++ Coastal Idiots is a weekly comedy podcast where each week your host Shane and Katherine are joined by a friend or two where they do something very stupid and hilarious. Follow Katherine and Shane so they have a reason to keep going. The show is produced by the marvelous Keida Mascaro. Some of the art on the walls by the great Perry Shall. Music by Gymshorts and Alex Orange Drink. Your favorite idiots are now available wherever you listen to podcasts! Stream video on Spotify or Youtube, to drink in every detail of Katherine Blanford & Shane Torres' shenanigans and insane sketches. Listen to audio on all podcast platforms. Welcome to the ATC family! Let's get weird. Let's get Coastal. More Andrea Jin! IG: ⁠⁠⁠https://www.instagram.com/andreajin/⁠ More Audrey Stewart! IG: ⁠⁠https://www.instagram.com/audreystewisart/⁠ More Coastal Idiots! IG: ⁠⁠https://www.instagram.com/coastalidiots/⁠⁠ More Katherine! IG: ⁠⁠https://www.instagram.com/itskatherineblanford/⁠⁠ More Shane! IG: ⁠⁠https://www.instagram.com/shanetorres/⁠⁠ ++++++++++++++++++++++++++++ Produced by Keida Mascaro ⁠⁠https://www.instagram.com/keidamascaro/⁠⁠ The Cave Podcast Studio ⁠⁠https://keidamascaro.com/the-cave⁠⁠ Presented by: All Things Comedy ⁠https://www.youtube.com/@atc https://www.instagram.com/allthingscomedy/⁠ Theme Song by GYMSHORTS ⁠⁠https://www.instagram.com/gymshortsmusic/⁠⁠ Logo & Artwork by Perry Shall ⁠⁠https://www.instagram.com/perryshall/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Jay Towers in the Morning
    Back In The Day, Hollywood Minute & Allyson's Bubble

    Jay Towers in the Morning

    Play Episode Listen Later Nov 11, 2025 8:16 Transcription Available


    The Santa Clause came out on this day and what type of arguments does Prince William get into with his son Prince George?

    Bubbles and Books
    Clued In with the NYT Crossword

    Bubbles and Books

    Play Episode Listen Later Nov 11, 2025 56:30


    When a familiar name of a longtime customer popped up in the Dog-Eared email asking about an event for a new book, we couldn't believe a celebrity had been walking amongst us!  Christina Iverson is an editor with the New York Times Games department, and of course we couldn't wait to collaborate on all things games and puzzles. The Dog-Eared staff is a big consumer of the NYT Games, and we're not ashamed to admit we solve while working. We're excited to welcome Christina, who began her crossword journey about seven years ago, on this week's episode. We hope you listen along and check out Puzzle Mania!   Puzzle Mania is a new book that combines all your favorite brain games from The New York Times and some you have yet to discover, and has prompted the inception of a great event that we're planning for January. Plus, the book makes a great gift for the holidays.    Ellyn's Currently Reading | Darkrooms by Rebecca Hannigan Amanda's Currently Reading | The Black Wolf by Louise Penny Christina's Currently Reading | Beautyland by Marie-Helene Bertino & The World Within a Song by Jeff Tweedy   SHOW NOTES: Follow Christina on Instagram: @christina.m.iverson Sign up for Christina's newsletter: Easy Mode Read the Vanity Fair Article about the NYT games editors: Inside The New York Times' Big Bet on Games ______________________________________________________________________ Make sure to subscribe and rate the Bubbles & Books Podcast. And don't forget to share it with your friends. Follow us on Instagram: @bubblesandbookspodcast Follow Dog-Eared Books on Instagram: @dogearedbooksames Shop Dog-Eared Books and pick up your books in store or have shipped HERE. Interested in audiobooks? Listen while supporting Dog-Eared Books HERE. Interested in e-books? Listen while supporting Dog-Eared Books HERE. Learn more about a Dog-Eared Books book subscription HERE. Visit us! www.dogearedbooksames.com

    The Financial Exchange Show
    A better way of thinking about the AI bubble

    The Financial Exchange Show

    Play Episode Listen Later Nov 11, 2025 38:31 Transcription Available


    Paul Lane and Marc Fandetti discuss a better way to think about the AI bubble. How long will investors continue to be patient on AI? Corey Adams (Robert Half) joins the show to chat about year-end bonuses. Where do investors think Apple should be spending their money? First Brands new CEO uncovers major fraud at the company. Reverse mortgages edge up as US economy squeezes older Americans.

    RNZ: The Detail
    Fears of bubble trouble with AI shares

    RNZ: The Detail

    Play Episode Listen Later Nov 11, 2025 24:31


    As AI share prices soar, some economic doomsayers have started to ring the warning bells of a bubble risk More and more, finance experts are predicting that the AI bubble is getting ready to pop - so what does that mean for Kiwi investors, and for our economyGuests: Gyles Beckford - RNZ business editorHarry Smith - Fisher Funds global equity portfolio managerLeighton Roberts - Sharesies co-founderFind The Detail on Newsroom or RNZ Go to this episode on rnz.co.nz for more details

    Breaking Points with Krystal and Saagar
    11/10/25: Data Center Backlash, Sam Altman Freaks On Bubble, Biden War Crime Coverup, Hegseth Says US On War Footing

    Breaking Points with Krystal and Saagar

    Play Episode Listen Later Nov 10, 2025 51:27 Transcription Available


    Krystal and Saagar discuss data center backlash, Sam Altman freaks on bubble, Biden war crime coverup, Hegseth says US is on a war footing. Trillion Dollar War Machine: https://www.amazon.com/Trillion-Dollar-War-Machine-Bankrupts/dp/1645030636 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.

    Common Denominator
    Are We in an AI Bubble? Lessons from the Dot-Com Crash

    Common Denominator

    Play Episode Listen Later Nov 10, 2025 5:47


    Is Artificial Intelligence the next great revolution, or the next big bubble?In this episode, I break down the striking parallels between today's AI boom and the dot-com bubble of the late 90s, when trillions were invested in internet startups that never turned a profit. Just like back then, we're seeing money pour into companies with big ideas, lofty promises, and no clear business models.I'm not anti-AI, I believe it will reshape our world. But we have to separate hype from history and understand what truly drives lasting innovation and value.In this episode, you'll learn:- How the current AI craze mirrors the dot-com era—and what's different this time- Why most AI startups won't survive the next few years- What makes a company or investor resilient when the hype fadesLike this episode? Leave a review here: https://ratethispodcast.com/commondenominator:

    Lance Roberts' Real Investment Hour
    11-10-25 The Rocket Market - AI, Risk, and What Comes Next - Tom Thornton Interview

    Lance Roberts' Real Investment Hour

    Play Episode Listen Later Nov 10, 2025 59:29


    Markets have rocketed higher for six straight months — but how long can it last? Hedgefund Telemetry founder, Tom Thornton joins Lance Roberts to unpack the forces driving this “Rocket of a Stock Market.” From AI euphoria and sector rotation to passive indexing risks and the Fed's impact on valuations, we dig into what's really happening under the surface. 0:18 - INTRO 2:50 - The Rocket of a Stock Market 5:37 - Market Volatility & Opportunity in AI I7:14 - Interning During the Crash of '87 8:21 - Forward Earnings Expectations 9:35 - The Broadening in the Market - Energy, Materials, Consumer Staples 11:42 - Sector Rotation is a Real Thing - What if AI comes under pressure? 13:26 - Market Cap Concentration Concerns 16:02 - The Y2K Panic Buying pulling forward consumption - Similar in AI? 17:50 - Tracking Investor Sentiment (Bullish Sentiment chart) 20:36 - Tom DeMark Indicators - S&P and NASDAQ 100 PE Multiples (Chart) 23:03 - When S&P is Within 5% of ATH... (chart) 24:30 - Most-shorted Baskets (chart) - showing what speculators are buying 27:30 - Mag 7 daily & Weekly (chart) 31:35 - What Technicals Tell Us about Managing Risk 33:18 - Valuations at Elevated Levels: Apple & Nvidia (chart) 36:01 - Multiples that make no sense - Palantir & Tesla (chart) 36:55 - Waymo vs Tesla 39:15 - This Level of Concentration is New (chart) 41:23 - US Households are "All In" and Leveraged (chart) 42:40 - Leveraged ETF Data 43:56 - Short Term Options trading is Gambling (chart) 45:43 - % of Stocks About the 20, 50, & 200-DMA (chart) 49:18 - 6-straight months of market upside: When do you run out of buyers? 50:30 - Expectations for EOY? Bubbles don't deflate; they pop. 52:17 - 2026 will be difficult to continue strong momentum without a decent correction 52:44 - Where's the risk? 56:18 - Levered Obesity Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=42moSAfvL10&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarketAnalysis #AIBubble #InvestorSentiment #MarketVolatility #TomThornton

    Jay Towers in the Morning
    Back In The Day, Hollywood Minute & Allyson's Bubble

    Jay Towers in the Morning

    Play Episode Listen Later Nov 10, 2025 7:26 Transcription Available


    Sesame Street debuted on this day and the Grammy nominees have been announced!

    The Real Investment Show Podcast
    11-10-25 The Rocket Market - AI Risk and What Comes Next - Tom Thornton Interview

    The Real Investment Show Podcast

    Play Episode Listen Later Nov 10, 2025 59:30


    Markets have rocketed higher for six straight months — but how long can it last? Hedgefund Telemetry founder, Tom Thornton joins Lance Roberts to unpack the forces driving this "Rocket of a Stock Market." From AI euphoria and sector rotation to passive indexing risks and the Fed's impact on valuations, we dig into what's really happening under the surface. 0:18 - INTRO 2:50 - The Rocket of a Stock Market 5:37 - Market Volatility & Opportunity in AI I7:14 - Interning During the Crash of '87 8:21 - Forward Earnings Expectations 9:35 - The Broadening in the Market - Energy, Materials, Consumer Staples 11:42 - Sector Rotation is a Real Thing - What if AI comes under pressure? 13:26 - Market Cap Concentration Concerns 16:02 - The Y2K Panic Buying pulling forward consumption - Similar in AI? 17:50 - Tracking Investor Sentiment (Bullish Sentiment chart) 20:36 - Tom DeMark Indicators - S&P and NASDAQ 100 PE Multiples (Chart) 23:03 - When S&P is Within 5% of ATH... (chart) 24:30 - Most-shorted Baskets (chart) - showing what speculators are buying 27:30 - Mag 7 daily & Weekly (chart) 31:35 - What Technicals Tell Us about Managing Risk 33:18 - Valuations at Elevated Levels: Apple & Nvidia (chart) 36:01 - Multiples that make no sense - Palantir & Tesla (chart) 36:55 - Waymo vs Tesla 39:15 - This Level of Concentration is New (chart) 41:23 - US Households are "All In" and Leveraged (chart) 42:40 - Leveraged ETF Data 43:56 - Short Term Options trading is Gambling (chart) 45:43 - % of Stocks About the 20, 50, & 200-DMA (chart) 49:18 - 6-straight months of market upside: When do you run out of buyers? 50:30 - Expectations for EOY? Bubbles don't deflate; they pop. 52:17 - 2026 will be difficult to continue strong momentum without a decent correction 52:44 - Where's the risk? 56:18 - Levered Obesity Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarketAnalysis #AIBubble #InvestorSentiment #MarketVolatility #TomThornton

    Practical AI
    Are we in an AI bubble?

    Practical AI

    Play Episode Listen Later Nov 10, 2025 49:41 Transcription Available


    Dan and Chris unpack whether today's surge in AI deployment across enterprise workflows, manufacturing, healthcare, and scientific research signals a lasting transformation or an overhyped bubble. Drawing parallels to the dot-com era, they explore how technology integration is reshaping industries, affecting jobs, and even influencing human cognition, ultimately asking: is this a bubble, or just a fizzy new phase of innovation?Featuring:Chris Benson – Website, LinkedIn, Bluesky, GitHub, XDaniel Whitenack – Website, GitHub, XLinks: Powell says that, unlike the dotcom boom, AI spending isn't a bubble: ‘I won't go into particular names, but they actually have earnings'Sponsors:Outshift by Cisco - The open source collective building the Internet of Agents. Backed by Outshift by Cisco, AGNTCY gives developers the tools to build and deploy multi-agent software at scale. Identity, communication protocols, and modular workflows—all in one global collaboration layer. Start building at AGNTCY.org.Shopify – The commerce platform trusted by millions. From idea to checkout, Shopify gives you everything you need to launch and scale your business—no matter your level of experience. Build beautiful storefronts, market with built-in AI tools, and tap into the platform powering 10% of all U.S. eCommerce. Start your one-dollar trial at shopify.com/practicalaiFabi.ai - The all-in-one data analysis platform for modern teams. From ad hoc queries to advanced analytics, Fabi lets you explore data wherever it lives—spreadsheets, Postgres, Snowflake, Airtable and more. Built-in Python and AI assistance help you move fast, then publish interactive dashboards or automate insights delivered straight to Slack, email, spreadsheets or wherever you need to share it. Learn more and get started for free at fabi.aiUpcoming Events: Join us at the Midwest AI Summit on November 13 in Indianapolis to hear world-class speakers share how they've scaled AI solutions. Don't miss the AI Engineering Lounge, where you can sit down with experts for hands-on guidance. Reserve your spot today!Register for upcoming webinars here!

    The Rest Is Money
    223. Is The AI Boom Like 1929 Or The Dot Com Bubble?

    The Rest Is Money

    Play Episode Listen Later Nov 10, 2025 36:19


    What does the 1929 crash teach us about now? Is the AI boom as dangerous as the Great Crash? If it goes pop, what will we be left with? Robert speaks to Andrew Ross Sorkin, New York Times columnist and author of 1929. Get started today at https://www.HubSpot.com  For investing, savings, and pensions, the smart money's with Wealthify. Open your account today at https://www.wealthify.com. Wealthify is authorised and regulated by the Financial Conduct Authority. With investing, your capital is at risk. Tax treatments depend on individual circumstances and may change in future. Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠restismoney@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TheRestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TheRestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@RestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://⁠⁠⁠goalhanger.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Get Started Investing
    Worried about a stock market crash? Here's how to invest

    Get Started Investing

    Play Episode Listen Later Nov 10, 2025 21:51


    Feeling nervous about investing right now? That's perfectly normal. All time highs have been reached in many places as of late- It's got some people talking about a Bubble, or impending crash. But what does that mean? Should you be worried? And how should you invest in response? In this episode we:- Explain the theory behind stock market bubbles- The impact on your investing- How we personally are investing in the current market- Five steps to take if you're worried about investing right now Links Referenced:

    My Streaming Bubble
    Original vs Remake: The Last House on the Left

    My Streaming Bubble

    Play Episode Listen Later Nov 10, 2025 132:55


    Got nothing else going on this evening? Then be sure to check out Dozer's return to the Bubble as we visit The Last Houses on the Left in our latest Original vs Remake.   Content warnings for rape, rape of a minor, torture, kidnapping, revenge killing, drug abuse, suicide, wiener biting.   Find, follow, support the pod → https://linktr.ee/mystreamingbubble     Don't forget about Twin It to Win It → https://linktr.ee/twinittowinitpod    

    Dollars & Sense with Joel Garris, CFP
    Rent or Buy? The pros and cons of homeownership. Plus, Is AI hype the next tech bubble?

    Dollars & Sense with Joel Garris, CFP

    Play Episode Listen Later Nov 10, 2025 39:35


    Welcome to this week's Dollars & Sense episode with Joel Garris! Are you wondering if you should rent or buy in today's crazy market? Or how AI is really reshaping the economy—and maybe even your job? In this video, Joel breaks down the biggest financial trends of the moment and gives you the tools to make smarter money moves. First up, Joel uncovers why corporate earnings are smashing expectations and how Amazon's massive AI push could change the workforce as we know it. Is the AI hype the next tech bubble? Find out what you should be watching out for in your investment portfolio today! Then, we jump into the “Rent vs. Buy” debate. With homeownership at historic lows for young people and investing on the rise, Joel explains the pros and cons, the real numbers, and the emotional side of these decisions. Are you better off staying a renter and investing the difference, or does owning your home still build the most wealth? Tune in for the surprising truths—and what most people are getting wrong. Want actionable tips, expert insights, and honest answers to your biggest money questions? Watch now and get ahead of the curve! Don't forget to like, subscribe, and hit the bell so you never miss an episode of Dollars & Sense! 

    Wealthion
    Adam Johnson: AI Boom, Not Bubble: Why This Bull Market Still Has Room to Run

    Wealthion

    Play Episode Listen Later Nov 10, 2025 40:42


    Merryn Talks Money
    Yes It's an AI Bubble. Here's Why (with Albert Edwards)

    Merryn Talks Money

    Play Episode Listen Later Nov 10, 2025 43:57 Transcription Available


    Veteran market strategist Albert Edwards says we’re in a full-blown AI bubble—one powered by a story so seductive even skeptics are getting swept up. On this week’s Merryn Talks Money, the Société Générale global strategist explains why today’s tech optimism echoes the 1990s mania and warns that both earnings and valuations may be more fragile than they seem. His message: enjoy the ride, but stay near the exits—and maybe keep an eye on gold.Don't forget to sign up for our live podcast taping in London on November 27:https://go.bloomberg.com/attend/invite/post-budget-merryn-talks-money/See omnystudio.com/listener for privacy information.

    VirtualDJ Radio ClubZone - Channel 1 - Recorded Live Sets Podcast
    Dj Dynastie Boy - Bubble Shak (2025-11-10 @ 04PM GMT)

    VirtualDJ Radio ClubZone - Channel 1 - Recorded Live Sets Podcast

    Play Episode Listen Later Nov 10, 2025 60:44


    Reading With Your Kids Podcast
    Parenting Without The Bubble Wrap

    Reading With Your Kids Podcast

    Play Episode Listen Later Nov 9, 2025 55:42


    In this heartwarming episode of Reading with Your Kids, host Jed Doherty explores the power of children's literature with two remarkable authors who are changing how we understand personal challenges and differences. First, Katherine Schwarzenegger Pratt shares her touching picture book "Kat and Brandy," a story inspired by her own childhood experience with horseback riding. After being thrown from a horse, Katherine learned the transformative power of patience, healing, and animal therapy. Her book celebrates overcoming fears and building confidence, offering parents a beautiful tool to discuss bravery with their children. The conversation takes a deeper dive into parenting, with Katherine emphasizing the importance of allowing children to experience challenges. "Kids need to work through fears themselves," she explains, highlighting how falling down and getting back up builds true confidence. The episode then introduces Jeffrey and Laura May, authors of "Our Amazing Minds," a groundbreaking children's book about autism. The couple shares their personal journey with their son Jackson, who was diagnosed with autism at three and a half. They discuss the critical importance of early intervention, understanding neurodiversity, and celebrating individual differences. Jeffrey candidly shares his initial fears about his son's diagnosis, while Laura provides practical advice for parents: trust your instincts and seek resources early. Their book aims to help children understand autism as just another way of being unique, not a limitation. Both author pairs demonstrate how children's books can spark meaningful conversations about complex topics like fear, courage, neurodiversity, and personal growth. They show that storytelling is a powerful tool for building empathy, understanding, and connection. Listeners will walk away inspired to read more diverse children's literature, have deeper conversations with their kids, and embrace the beautiful complexity of human experiences.

    So Much Pingle
    Episode 121: Herp Science Sunday: Bubble-breathing Anoles

    So Much Pingle

    Play Episode Listen Later Nov 9, 2025 33:19


    I'm so happy to produce another Herp Science Sunday segment with Dr. Alex Krohn! In this episode we talk with Dr. Alexandra Martin, one of the co-authors of a brand new paper, which lays out some astounding data that supports the idea that some anole species are able to breathe underwater, in a novel way. The name of the paper is "High dissolved oxygen extends dive duration and suggests physical gill use in a vertebrate" and was published in the Journal of Experimental Biology in July of 2025. The authors are Alexandra M. Martin, Diane Cordero-De La Cruz, and Lindsey Swierk. Congratulations to all of the co-authors! Feel free to email me if you would like a PDF of the paper (somuchpingle "at" gmail dot com). Here is the link to the Anole Bubble Movie, useful to watch prior to hearing our discussion. Here is a link to a related article in the Anole Annals blog, authored by Dr. Lindsey Swierk. On BlueSky, you can follow Allie Martin PhD (@alliemartin.bsky.social) and Lindsey Swierk (@lindseyswierk.bsky.social). As always, I am grateful to all the show's patrons who help to keep the show moving forward. And if you're out there listening and you would like to kick in a few bucks, there are several ways to do so – you can make a one-time contribution via PayPal or Venmo (please contact me via email to somuchpingle@gmail.com). You can also provide support the show using Patreon, via the So Much Pingle Patreon page. You can support the show for as little as three bucks a month – less than a fancy cup of coffee. MERCH!!!  T-shirts and other swag are available now at the SoMuchPingle Threadless Store. More designs are in the pipeline. Thank you in advance! POD BLOG! You can find the first of my supplemental blog posts that support podcast episodes at Notes From The Field. Let me know your thoughts! And thanks for listening everyone! And as always, please keep the comments and suggestions coming, and please take time to rate the show on your podcast platform! The show email is somuchpingle@gmail.com, and there's also a So Much Pingle group on Facebook, for discussion, comments, feedback, suggestions, herp confessions, tips for herping better, etc. -Mike    

    The Circuit
    EP 141: Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality

    The Circuit

    Play Episode Listen Later Nov 9, 2025 51:35


    This episode argues that today's AI exuberance fits a familiar pattern: bubbles misallocate capital on the way up but leave behind productive infrastructure that powers the next S-curve. We revisit the “boom-bust-build-out” cycle and apply it to compute and the grid, note why “good enough” AI latency could flip capex behavior, and push back on modeling everything in gigawatts—useful for planning, risky for strategy. On companies: ARM's quarter was solid, with rising royalties/CSS stickiness and a strongly implied first-party chip effort complemented by the DreamBig memory-controller acquisition to improve AI-era CPU roles. Qualcomm benefits from a higher-ASP Android cycle, nurtures auto/smart-glasses adjacencies, and eyes DC inference. On supply: Elon hedges silicon with foundry allocations while fab-building talk reads as negotiating leverage; memory/storage stay tight with longer contracts and measured adds. Net: optimism about what survives the eventual correction, caution on GW-only thinking, and watchpoints around ARM's vertical creep, Qualcomm's DC push, and supply-chain discipline.

    Bubbles Mushrooms Podcast
    Ep194: Funnier Than Jesus

    Bubbles Mushrooms Podcast

    Play Episode Listen Later Nov 9, 2025 72:30


    Welcome back to Bubbles' Mushrooms - a podcast for you. This week Paula Abdul finally joins us on the show, we wonder who actually likes our Facebook and Instagram posts, we take a look at our weekly podcast statistics and compare our show to Steve from Blue's Clues' new podcast, we consider making this our final episode, we challenge our viewers to a loyalty test, try out some new drops and Katie has menopause on the show. Edward and Katie went to a GVSU football game, we give Maxell a shout-out for his Chuck E Cheese birfday, Luke gives some Breaking Bad style advice, Jaclyn talks about soup and cake season and we break down the difference between Cheetos and Cheese Kurls. Anyway. Now it's game time and today we are gonna look at these great United States of America. We use some cards from an old children's game and rate each and every state in our nation! Hear about the states that don't like honkeys, the ones that do have Long John Silvers & Waffle Houses, which states have hot babes like Lea Thompson, which states will swear at you and which ones are slow at counting pennies. There's a lot of dumb states here and now you can hear about which ones are crappiest! Don't forget to email the show at bubbmush@gmail.com - Thanks for listening!

    First Print - Podcast comics de référence
    Nos chroniques sur : Godzilla par James Stokoe, The Maxx & Drome ! (avec PA) [Back Issues]

    First Print - Podcast comics de référence

    Play Episode Listen Later Nov 9, 2025 63:04


    L'émission Back Issues du podcast First Print est un programme de chroniques/reviews/analyse autour de comics sortis en VO ou en VF. Les chroniqueurs Arno et Corentin essaient à la fois de coller à l'actualité, de faire le tour des comics qui montrent toute la diversité de la proposition de la bande dessinée américaine. De préférence, avec des ouvrages à recommander, mais parfois pas ! L'essentiel, c'est surtout de discuter !N'hésitez pas à nous faire vos retours de lectures sur notre DISCORD!Alors, quels comics VF allez-vous lire prochainement ?Le ProgrammeLes liens vous renvoient chez notre partenaire Comics Zone (et parfois Pulp's ou Bubble). Une commande chez eux marquera votre soutien à un libraire indépendant, et nous filera aussi un petit coup de pouce !Godzilla par James Stokoe -The Maxx -Drome -Soutenez First Print - Votre podcast comics (& BD) préféré sur TipeeeHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

    Investing Compass
    Are we in a bubble?

    Investing Compass

    Play Episode Listen Later Nov 8, 2025 26:38


    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.

    What Bubbles Up
    S6E12: What Bubbles Up in...Global Design Thinking!

    What Bubbles Up

    Play Episode Listen Later Nov 8, 2025 60:55


    In this episode of, Phil and Barry engage in a rich conversation with CX Transformation Strategist, Author, and Podcaster Jenessa Carder about her journey from Boston to Japan and the cultural insights she has gained along the way. We discuss the importance of empathy in design, the challenges of being a foreigner in Japan, and how personal stories can enhance design practices. Jenessa shares her experiences with inclusivity in design and the power of storytelling, as well as her recent projects, including her book "The Curious Nail Who Stuck Out", and the resultant podcast, "The Curious Nail". This conversation emphasizes the significance of understanding diverse perspectives and the role of design in creating inclusive experiences. Enjoy!Drinks: Devil's Purse Brewing Co. Handline Kölsch, Glaabsbräu Pilsener, Tully's Barista Black CoffeeLinks: https://expressanything.squarespace.com/curiousnail

    Desperate Acts of Capitalism Podcast
    73: The Dotcom Bubble

    Desperate Acts of Capitalism Podcast

    Play Episode Listen Later Nov 7, 2025 45:25


    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

    This Day in AI Podcast
    Are We In An AI Bubble? In Defense of Sam Altman & AI in The Enterprise | EP99.24

    This Day in AI Podcast

    Play Episode Listen Later Nov 7, 2025 65:29


    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

    Financial Survival Network
    The Bubble Pops in Slow Motion - Recession Begins - John Rubino #6347

    Financial Survival Network

    Play Episode Listen Later Nov 7, 2025 24:40


    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

    Sharp Tech with Ben Thompson
    (Preview) OpenAI Wants Help from the Government, Apple Taps Google for AI, Q&A on Bubbles, Amazon Groceries, and YouTube TV

    Sharp Tech with Ben Thompson

    Play Episode Listen Later Nov 7, 2025 18:50


    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.

    UBS On-Air
    Across the Pond: Bubble fears meet FOMO

    UBS On-Air

    Play Episode Listen Later Nov 7, 2025 18:29


    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.

    Jay Towers in the Morning
    Back In The Day, Hollywood Minute & Allyson's Bubble

    Jay Towers in the Morning

    Play Episode Listen Later Nov 7, 2025 9:35 Transcription Available


    Elf was released on this day! Could Gwen Stefani and Blake Shelton be on the rocks? 

    The Indicator from Planet Money
    This indicator hasn't flashed this red since the dot-com bubble

    The Indicator from Planet Money

    Play Episode Listen Later Nov 6, 2025 9:27


    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

    Jordan, Jesse, GO!
    California Chewing, with PUP's Steve Sladkowski

    Jordan, Jesse, GO!

    Play Episode Listen Later Nov 6, 2025 68:01


    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!

    No Payne No Gain Financial Podcast
    Is the AI Bubble Finally Here??? The Roundtable We Needed

    No Payne No Gain Financial Podcast

    Play Episode Listen Later Nov 6, 2025 19:26


    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.  

    The Journal.
    The Man Leading Trump's AI Charge Against China

    The Journal.

    Play Episode Listen Later Nov 5, 2025 20:54


    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

    PBD Podcast
    Mamdani WINS, NYC Residents PANIC, Prop 50 PASSES + Will The AI Bubble BURST? | PBD Podcast | Ep 679

    PBD Podcast

    Play Episode Listen Later Nov 5, 2025 128:35


    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.------

    Valuetainment
    “Burry Bets Against NVIDIA & Palantir” - CEO Slams Michael Burry's AI Bubble Prediction

    Valuetainment

    Play Episode Listen Later Nov 5, 2025 19:06


    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?