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This year, the development and spending around artificial intelligence has been perhaps the most significant business and economic story. AI spending is driving one of the most explosive periods for the tech industry and playing a big role in overall economic growth. But there are very real questions about the boom. Geoff Bennett discussed the potential bubble with Cade Metz of The New York Times. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy
It's a Q&A to wrap it all up with Jordo and Bubbles giving final thoughts on the recent LA Times 101 Best list, westside eats, the impossible biz of restaurants, finishing the year strong with recent openings, Max's top 3 cooking tips for 2026, and the new pod and project are revealed. THE SUBSTACK IS HERE with all sorts of new content and access. Keep riding with us, show love, and stay connected as we continue this food thing.
On today's show we are talking about one of the greatest threats to real estate, and it doesn't come from real estate, or even have anything to do with real estate. The word bubble has been making headlines lately with an increasing number of pundits calling the level of investment in AI a bubble. Last week we talked about three styles of investing: fundamentals, momentum and arbitrage. On today's show we are talking about the level to which a bubble has been created, and the discussion is centering around which pin is going to pop the balloon. The emphasis on the pin is misplaced in my view. When you are in a bubble, it feels good. I know. I experienced it in the dot com bubble. My company went public in February of 1999. Much of 1998 was spent in the preparation for the public offering. There were some really good technology companies that lost most of their valuation in the wake of the dot com bubble bursting. Amazon lost 90% of its value. Nvidia lost 85% of its value. Intel lost 80% of its value and Microsoft lost 58% of its value. 1/3 of the value of the S&P 500 is based on just 7 technology companies. If the market wakes up one day and realizes that these companies are over-valued, there will certainly be a correction. If the value of those 7 companies were to be similarly cut down as the dot com related stocks were in the year 2000, what would be the impact on the overall stock market? Let's do a simple thought experiment. Let's say that these 7 stocks lose 80% of their value and that none of the other 493 companies in the S&P500 lose any value. If we see that happen, then the S&P500 would effectively lose 27.2% of its value. ------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1) iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613) Website: [www.victorjm.com](http://www.victorjm.com) LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce) YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734) Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso) Email: [podcast@victorjm.com](mailto:podcast@victorjm.com) **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com) Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital) Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)
MRKT Matrix - Monday, December 29th S&P 500 falls as investors take profit on tech stocks into final stretch of 2025 (CNBC) Every Wall Street Analyst Now Predicts a Stock Rally in 2026 (Bloomberg) The 11 Big Trades of 2025: Bubbles, Cockroaches and a 367% Jump (Bloomberg) China Starts State-Backed Venture Funds to Support Tech Startups (Bloomberg) Companies Are Outlining Plans for 2026. Hiring Isn't One of Them (WSJ) Nvidia-Groq deal is structured to keep ‘fiction of competition alive,' analyst says (CNBC) Stablecoin Startups Spark Trouble for JPMorgan (The Information) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
This week on VG Pulse, happy holidays to all! We start off with side notes of holiday vacations, before diving into the regular news where we discuss the games jarnalists being salty over Clair Obscure: Expedition 33’s multiple wins and recognitions, the looming AI bubble and what it may mean for all of us going forward, and all the great indie games of this year! After the news we go over the discord discussions and Millennium gives his review of Gold Mining Simulator! We finish off with talk of anime and food!! All this and more up next on this Christmas eve edition of Video Game Pulse!! See you all … Continue reading "VG Pulse 427: The AI Bubble"
Want to build your own website but don't know how to code? This episode is for you.Join JJ and Bubble expert Gio as they show how beginners can use AI-powered tools to design, build, and launch a personal website from scratch — for free.You'll learn how Vibe Coding works, how AI can help you write and edit code, and how tools like Cursor make building websites feel approachable, even if you've never coded before. JJ also shares his own journey from no-code tools to AI-assisted development, showing how anyone can level up their skills.By the end, you'll understand how to preview your site locally, save your work with GitHub, and deploy a live website on the internet — all with AI helping every step of the way.Perfect for students, creators, and curious beginners who want to build real projects using AI.What you'll learn:• What “Vibe Coding” is and why it's beginner-friendly• How AI helps you write, edit, and understand code • How to preview your website before publishing• How to host a personal website for free• How no-code and AI tools work togetherTimestamps:00:00 What is Vibe Coding?00:33 Gio's experience getting started03:59 Intro to GitHub (no stress)06:04 Creating and managing projects13:34 Using Cursor to build locally16:00 Editing and previewing with AI26:18 Deploying with Cloud tools28:30 Publishing your site live32:16 No-code vs AI-assisted building41:50 Where AI and no-code are headed48:10 Final thoughts + course update
Hey Bubs! Welcome back to Bubbles' Mushrooms. The number one podcast of 2026! Luke is celebrating his 2 year Soberversary so he and Jaclyn went to BoardLand for Sheila's birthday and Luke drank a non-alcohol beer, Katie's pets were going bananas because of a rodent, Edward has another porn adventure from his youth and we try to figure out some 1980's hairdoos. This week we are once again revisiting the previous year with our 2025 Year In Review. Hear about all of the trials and triumphs of the year and most importantly all of the crap that JD Vance did.
In 2000, internet darling Cisco was the world's most valuable company. Today it's worth half as much. AI juggernauts like Nvidia and Palantir are driving the tech-bloated S&P 500 today. Buyer beware. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Episode 504 If you're paying attention you're witnessing Adam Smith's “invisible hand” of the economy playing out in the AI secular growth trend. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————
W/C 22nd December 2025I am going to split Christmas 2025 into three categories, the more, the less and the same.In the more bucket we have family cultural experiences, with the triple whammy of the cinema, the theatre and the panto in a five day period bookending the big day. I would also throw into the more pot, jigsaw-time, food-prep and possibly running.The consistent category is food and drink, no question. The annual appearance of the cheese board has been most welcome, and there has been very little in the way of intake discipline since Christmas Eve. Slightly more red than white, equal parts savoury to sweet.And the less has been screen time, scheduled group TV moments and snoozing. I don't think I have had one nap this time around.Oh and matching Christmas Pyjamas, at no point has this even been considered, as an insta-moment or as going-out attire.Stay safe.The Boy in the Bubble - Paul SimonTherapy For Me (or TFM as I now refer to it) is a bit of an audio curiosity. It started out as a mechanism for me to clear my head, with the hope that by saying stuff out loud it would act as a little bit of self-help. It's remains loose in style, fluid in terms of content and raw - it's a one take, press record and see what happens, affair.If you want to keep in touch with TFM and the other stuff I do then please follow me on Facebook, Insta, Twitter or Patreon. Thanks for getting this far.
All this week, What Next and What Next: TBD are re-airing some of our favorite conversations from throughout the year and checking back with the people in those conversations to see how things have – or haven't – changed. This episode originally aired in September. We've been told that artificial intelligence can write, code, generate images—it can do everything…except feasibly turn a profit. But investing in A.I. has nevertheless become a pillar of the U.S. economy. Where is this leading us? Guest: Ed Zitron, author of the newsletter Where's Your Ed At and host of the podcast Better Offline. If you want to support more of this reporting, in 2026 and beyond, consider signing up for Slate Plus. You'll enjoy ad-free listening across the Slate network, early access to tickets for live events, and you'll never hit the paywall on the site. We're on a mission to get 100 people to join Slate Plus before the new year—and we're even offering a 50-percent-off deal to folks who join us right now. Visit Slate.com/whatnextplus and use the code WHATNEXT50 to get a year of Slate Plus for $59. Learn more about your ad choices. Visit megaphone.fm/adchoices
If Then | News on technology, Silicon Valley, politics, and tech policy
All this week, What Next and What Next: TBD are re-airing some of our favorite conversations from throughout the year and checking back with the people in those conversations to see how things have – or haven't – changed. This episode originally aired in September. We've been told that artificial intelligence can write, code, generate images—it can do everything…except feasibly turn a profit. But investing in A.I. has nevertheless become a pillar of the U.S. economy. Where is this leading us? Guest: Ed Zitron, author of the newsletter Where's Your Ed At and host of the podcast Better Offline. If you want to support more of this reporting, in 2026 and beyond, consider signing up for Slate Plus. You'll enjoy ad-free listening across the Slate network, early access to tickets for live events, and you'll never hit the paywall on the site. We're on a mission to get 100 people to join Slate Plus before the new year—and we're even offering a 50-percent-off deal to folks who join us right now. Visit Slate.com/whatnextplus and use the code WHATNEXT50 to get a year of Slate Plus for $59. Learn more about your ad choices. Visit megaphone.fm/adchoices
Interview recorded - 17th of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Alasdair Macleod. Alasdair is an educator for sound money, economics, geopolitics and everything to do with gold and silver. During our conversation we spoke about his review of 2025, inflation, liquidity issues, what to look for in 2026, changing monetary trajectory, Chinese strategy and more. I hope you enjoy!0:00 - Introduction1:26 - Review of 20253:40 - Inflation5:49 - Liquidity issues13:26 - JP Morgan buying bonds15:26 - Global issues21:12 - 2026 trends21:42 - Changing monetary trajectory24:06 - Chinese strategy28:54 - One message to takeaway?Alasdair Macleod is is an educator and advocates for sound money through demystifying finance and economics. His background includes being a stockbroker, banker, and economist.Alasdair Macleod started his career as a stockbroker in 1970 on the London Stock Exchange. Within nine years, he had risen to become senior partner of his firm.Subsequently, he held positions at the director level in investment management and worked as a mutual fund manager. Mr. Macleod also worked at a bank in Guernsey as an executive director.For most of his 40 years in the finance industry, he has been demystifying macroeconomic events for his investing clients. The accumulation of this experience has convinced him that unsound monetary policies are the most destructive weapon governments use against the common man. Accordingly, his mission is to educate and inform the public in layman's terms what governments do with money and how to protect themselves from the consequences.Alasdair Macleod - Substack - https://alasdairmacleod.substack.com/Twitter - https://twitter.com/MacleodFinanceLinkedIn - https://www.linkedin.com/in/alasdair-macleod-9494b27/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas
Fabio Zaniboni is a technology leader with over two decades of experience in sustainable innovation, digital transformation, and the Internet of Things (IoT), particularly in the lighting industry. Currently, he is the Founder and CEO of BubblyNet and Chief Vision Officer of Zaniboni Lighting. His career, including key roles at Emerson Electric and Comau Robotics, has provided him with a global perspective and deep market insights. Leading an R&D team, Zaniboni focuses on integrating advanced technologies to drive energy efficiency and sustainability in the built environment through scalable applications. His research shared with Fortune 500 companies globally demonstrates how factors such as light, sound, and air affect well-being are driving smarter, more sustainable building solutions. Hosted on Acast. See acast.com/privacy for more information.
In today's episode, we put a bow on Season 6 and 2025 with some Boxing Day Bubbles while we recap our year. Happy New Year and #HappyFriday! #ItsWineTime! #Cheersing Wines featured this episode:NV Cantina Zaccagnini Brut Blanc de Blancs ($21 at various retailers)
Retired Alaska State Trooper Richie joins Tony to recount decades of high-strangeness encounters spanning the Arctic and Appalachia. He describes driving through a dome-like anomaly on Alaska's Dalton Highway where temperatures plunged sixty degrees instantly, along with years of policing inside the Alaska Triangle, an area known for UFOs, Bigfoot, and ancient Native warnings about giant people and underground little people. After moving to Kentucky, Richie encountered massive footprints, wood knocks, forest structures, and a small humanoid being running at impossible speed in broad daylight. He also shares firsthand experiences with demonic manifestations, a clear angelic visitation, and a mysterious woman who appeared to emit light before vanishing. This is a sober, firsthand account from a veteran lawman reporting what he witnessed, while theorizing what he thinks it might be. Please pray for Tony's wife, Lindsay, as she battles breast cancer. Your prayers make a difference! If you're able, consider helping the Merkel family with medical expenses by donating to Lindsay's GoFundMe: https://gofund.me/b8f76890 Become a member for ad-free listening, extra shows, and exclusive access to our social media app: theconfessionalspodcast.com/join The Confessionals Social Network App: Apple Store: https://apple.co/3UxhPrh Google Play: https://bit.ly/43mk8kZ The Counter Series Available NOW: The Counter (YouTube): WATCH HERE The Counter (Full Episode): WATCH HERE Tony's Recommended Reads: slingshotlibrary.com If you want to learn about Jesus and what it means to be saved: Click Here Bigfoot: The Journey To Belief: Stream Here The Meadow Project: Stream Here Merkel Media Apparel: merkmerch.com My New YouTube Channel Merkel IRL: @merkelIRL My First Sermon: Unseen Battles SPONSORS SIMPLISAFE TODAY: simplisafe.com/confessionals GHOSTBED: GhostBed.com/tony CONNECT WITH US Website: www.theconfessionalspodcast.com Email: contact@theconfessionalspodcast.com MAILING ADDRESS: Merkel Media 257 N. Calderwood St., #301 Alcoa, TN 37701 SOCIAL MEDIA Subscribe to our YouTube: https://bit.ly/2TlREaI Reddit: https://www.reddit.com/r/theconfessionals/ Discord: https://discord.gg/KDn4D2uw7h Show Instagram: theconfessionalspodcast Tony's Instagram: tonymerkelofficial Facebook: www.facebook.com/TheConfessionalsPodcas Twitter: @TConfessionals Tony's Twitter: @tony_merkel Produced by: @jack_theproducer OUTRO MUSIC Joel Thomas - Walking In My Skin YouTube | Apple | Spotify
On today's episode, we welcome comedian Myq Kaplan to the show to chat with us about Tom Jones, veganism, and his ability to fill-in for Taylor Swift at a moment's notice! Myq's latest comedy special Rini is out now!* Follow Myq on Instagram. *Check out his new stand-up special “Rini.”*Celebrate 25 years of Bullseye!*Visit bit.ly/coolfight for the new comic series Predator Bloodshed, which drops Feb 25, 2026! *Order Jordan's Predator comic: Black, White & Blood!* Order Jordan's new Venom comic!* Donate to Al Otro Lado.* Purchase signed copies of *Youth Group* and *Bubble* from Mission: Comics And Art!JJGo MERCH ~Get Bronto Dino-Merch!Get our ‘Ack Tuah' shirt in the Max Fun store.Grab an ‘Ack Tuah' mug!The Maximum Fun Bookshop!Follow the podcast on Instagram and send us your dank memes!Check out Jesse's thrifted clothing store, Put This On, and use CODE JJGO for 10% off.Follow beloved former producer, Steven Ray Morris, on Instagram.Follow new producer, Jordan Kauwling, on Instagram.Visit Factormeals.com/JJGO50OFF for 50% off.
Matt and Andy explore Newton's place in modern physics.Merch Link: https://snack-spot-se.creator-spring.comTITC Instagram: https://www.instagram.com/twointhecooler/?hl=enInstacart Link: https://instacart.oloiyb.net/vAWXSupport the show
What's going on Family! Welcome back to Sports OUTSIDE the Box! Where we talk about the game and we talk about change! In this episode I'm questioning is Shai Gilgeous-Alexander truly the best scorer in the NBA? I'm going to tell you my personal take on that matter. 100 games 20+ points is insane for SGA! Then, we explore the NFL bubble teams and analyze which squads have the best odds of making it into the playoffs. A.O.E (Align Our Energy): Authenticity vs Perfectionism Come on in and stick along for the ride! This is Sports OUTSIDE the Box!
It's time for our 2025 Solstice Special! The party has a sweet cozy time on the Solstice where absolutely nothing goes wrong. Just kidding. The CK would never let that happen! Vons feels a little stiff. Jyessi gets an unenviable designation. Wealthy faces an old foe. Check us out online! We're at https://www.primaryattribute.com
Harry talks to veteran reporter Chris Whipple to get the inside scoop on his bombshell account of the Trump White House's inner workings. The two discuss why Trump's Chief of Staff Susie Wiles was so unguarded in her interviews with Whipple. They cover Wiles's sharp criticisms of administration officials and her admissions of serious wrongdoing by the president, including misleading the public on the Epstein files. The two dig deep into the details—several as yet overlooked—from one of most important stories written about Trump. Mentioned in this episode: Whipple's reporting: https://www.vanityfair.com/contributor/chris-whipple Harry's interview with Marty Lederman: https://youtu.be/JhN8PZNic9Y Learn more about your ad choices. Visit megaphone.fm/adchoices
It's time once again for the Market Cap Game Show Holiday Edition, where intuition meets valuation and everyday life meets market caps. Bill Barker and Matt Argersinger take the stage, vying for the final spot in our 2026 March Market Cap Madness World Championships, as they test their mettle—and yours—across ten public companies. From Bubble Wrap and sidewalk robots to semiconductors, ski resorts, biotech pipelines, and online commerce platforms, the matchups span the familiar and the delightfully unexpected, with plenty of raucous banter along the way. Play along at home, challenge your market-cap intuition, and see whether you can outscore Bill, Matt… or both. Companies mentioned: ANET, DAVA, DFH, INCY, MTN, QCOM, SEE, SERV, SHOP, TSLA Host: David GardnerGuests: Bill Barker, Matt ArgersingerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our December 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introduction & Action Items 5:19 – Investment Market Overview & Trends 10:22 – Opportunities in Tech & AI 15:27 – The Future of Data Centers & Space Exploration 20:15 – Comparing Tech Bubbles: Lessons from History 25:21 – Investing Strategies: Balancing Risk & Opportunity 25:50 – The Evolution of Investment Strategies 30:41 – Navigating Cash in Today's Market 35:58 – Setting Goals & New Year's Resolitions Visit www.denverwealthmanagement.com to schedule a free consultation.
In this episode, Warren Pies of 3Fourteen Research joins the show to discuss why disinflation and Goldilocks conditions persist into early 2026, and where the real risks may flip from cooling to overheating. We also explore his outlook on bonds, equities, commodities, and the policy trade-offs beneath a K-shaped economy. Enjoy! __ Follow Warren: https://x.com/WarrenPies Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx __ Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance — Timestamps: (00:00) Introduction (01:46) 2025 Wins & Misses (07:48) What Drives Rates In 2026 (13:00) Grayscale Ad (13:37) Inflation Deep Dive (18:47) Labor Market & Housing (22:59) The K-Shaped Fed Cycle (29:50) Grayscale Ad (30:37) Fed Balance Sheet (35:06) Active Treasury Issuance (37:46) Equities In 2026 (45:20) Commodities Heating Up (48:13) Final Thoughts __ Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance
The Fallout Series has returned to Amazon Prime! Which has inspired Dom, Kathy and their Fallout Friends Raven, Bubble and Ram to create a new Podcast. In this ep we Go over some of the highlights and easter eggs of the premiere, give some predictions of whats to come and have some laughs! Grab a Nuka Cola, gather around the Radiation King and enjoy!Check out Bubbleonia streams here: / @bubbleoniarising Catch Ravenswift streams here: / @raven_swift Catch Ram here: / @ramethzer0gamingyt You'll thank us later==================================Find us wherever you find Circle Of Debatehttps://linktr.ee/CircleOfDebate==================================The Wrestling Delorean Podcasthttps://linktr.ee/wrestlingdeloreanpo..==================================Get your TRWT Merch at the Link belowhttps://trwtmerch.threadless.com/==================================For all sports news, & entertainment news, pro wrestling & more go to https://gamebreakersports.com/==================================GETCHO PODCAST https://linktr.ee/getchopodcast#fallout #amazonprime #spoilers #vaultboy #happyholidays
Jack Gamble isn't buying the AI hype and the promises of future cash flows as CEOs burn through unprecedented amounts of capital in an arms race that is set to fall flat on its face in 2026. Jack breaks down the accounting gimmicks, the lies and deception, and the complicity of Wall Street in fleecing investors, along with explaining why gold and silver are the assets you want to be holding when the dust settles after the bubble bursts.Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirtNobody Special Finance: https://www.youtube.com/@NobodySpecialFinanceFollow Jack Gamble on X: https://x.com/JG_NukeFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture
2025 is coming to a close, and we're reflecting on our reading goals for the year. We're looking at what we set out to accomplish, what we actually achieved, and how we each approach goal-setting in our reading lives. Members of the Dog-Eared team shared what goal-setting looks like for them, how they measure their reading successes, and what matters most when it comes to making reading a meaningful part of their year. Ellyn's Currently Reading | American Werewolves by Emily Jane & Evil Genius by Claire Oshetsky Amanda's Currently Reading | Anne of Green Gables by L M Montgomery & Theo of Golden by Allen Levi ______________________________________________________________________ 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 debate between market bulls and bears continues over if we are experiencing an A.I. bubble, and David Lundgren gives some historical context on how investors can navigate the current market. Lundgren says its best to be long companies that are rapidly adapting to the new economic environment, and to go short on those companies that are over-levered and ahead of their skis on innovation.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
End of Year Wrap Up, Fear Factor - Double Bubble Edition and You Can't Apply Logic to Crazy
There's been a lot of talk lately about blood on the streets of Silicon Valley and this time, it's not just hype. Some of the biggest names in artificial intelligence have seen billions wiped off their market value in recent weeks, as investors start asking a blunt question: where's the money?Adrian Weckler, Tech Editor with The Irish Independent, joined Pat Kenny on the show to discuss all things AI.
In this special Christmas episode, Helen's annual Guru Quiz returns, lightly dusted with Trump, podcast tours, and the unsettling realisation that the Guru-sphere and the MAGA-sphere have quietly fused into a single, monetised, vibes-based organism. That's right, the regular decoding team are joined by renowned journalist, author, podcaster... and occasional DTG quiz master, Helen Lewis, who once again brings her festive cheer, an uncanny ability to identify exactly who will be unbearable next year, and a quiz designed to torture Matt.Points are awarded, dignity is lost, and Matt briefly considers revising for the quiz before remembering that preparation has never helped him before.The episode also covers MAGA and UK political manoeuvres, the movers and shakers of the Gurusphere in 2025, and a lament for the collapse of the ancient boundary between editorial content and hawking pants.So join us for a festive episode about gurus, geniuses, authoritarian comedy festivals, and the slow erosion of shame. Merry Christmas to all, and to all a good night... and that includes you, Bubbles!LinksHelen Lewis on SubstackHelen's Article on the Riyadh Comedy FestivalHelen's Article on Olivia Nuzzi's BookThe Genius MythThat Dave Chappelle picture
Blue Owl is back, the beleaguered alternative fund manager making news this time by refusing to partner back up with beleaguered former AI bubble star Oracle. This is big, especially since before now Blue Owl and Oracle worked together on seemingly everything. We've even got Tether's CEO feeling the winds shift, admitting how Bitcoin's struggles, for example, are a reflection of both the credit cycle and bursting AI anxiety. Eurodollar University's conversation w/Steve Van Metre------------------------------------------------------------EDU LIVE PRESIDENT'S DAY FEBRUARY 2026If you're a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To reserve your spot just go here but you better hurry, there aren't many spots left:https://eurodollar-university.com/event-home-page---------------------------------------------------------------------------------EDU's Webinar Series REPLAYThere is a ton of smoke coming out from the credit markets right now. But is there fire? For the next hour and a half, join us in examining the issue from all the relevant angles and perspectives. Just how big is the "garbage pool"? What is the driving force behind the credit cycle? How can we tell if it is turning, or maybe has turned? The most important funding system in the world is flashing warning signals, and almost no one is paying attention. Replay the full webinar at the link below:https://event.webinarjam.com/m9wym/go/replay/1ym21cpxh8zfw3f4---------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
Today, we're stepping outside the Disney bubble to experience something truly epic—Universal's Epic Universe. During our most recent Orlando trip, we took a full day to explore the newest theme park and see how it stacks up against our Disney favorites. And spoiler alert… we were impressed. In this episode, we cover: Our first impressions of Epic Universe
There's a difference between awakening and avoidance—and 2026 draws the line. These are my predictions for 2026.⬇️Becoming the Medicine https://www.nicolefrolick.com/becoming-the-medicine-s⬇️The 3-Day 180 Retreat (Feb 26, 2026)https://www.nicolefrolick.com/3-day-180-retreat⬇️Work With Nicole 1:1https://www.nicolefrolick.com/work-with-nicole⬇️Healing Game Changerhttps://www.nicolefrolick.com/healing-breakthroughSUBSCRIBE & FOLLOWIf you're enjoying the show, please subscribe to iTunes and leave me a 5 star review! This is what helps the podcast stand out from the crowd and allows me to help people find a refreshing spin on spirituality with a great blend of entertainment and credible advice.Newsletter: https://tinyurl.com/3wa5dnwjWebsite: http://nicolefrolick.com/Meditations: https://www.nicolefrolick.com/meditationsYoutube: https://www.youtube.com/user/nicolefrolickInstagram: https://www.instagram.com/nicolefrolick/Tiktok: https://tiktok.com/@nicolefrolickSpotify: shorturl.at/fikF7iTunes: http://apple.co/2ve7DtE
What's in the brain of Allyson?!
It wouldn't be Christmas without a bit of Oh My Dog! chaos.This festive special kicks off with technical hiccups (missing Seann, misbehaving mics), before a gift exchange that goes slightly off-plan but is full of genuine festive joy - and Dolly absolutely smashing it.Along the way we talk dogs ageing and dog years, whether any of us are ready for a second dog, share an update on animal testing, and end with an AI-generated Christmas joke in the style of Jack Dee before Seann bravely tries the meaty bubbles! Merry Christmas!See Seann live: https://www.seannwalsh.com/Dont forget to SIGN UP TO OUR NEWSLETTER: http://tiny.cc/pjwu001Email us and send in your voice notes: hello@omdpod.comFollow us on IG: @omdpod @juniperomdStill a way to go so please SIGN THE CAMP BEAGLE PETITION: https://petition.parliament.uk/petitions/736578Find out more here: https://thecampbeagle.com/ @thecampbeagle 00:00 Intro00:10 Technical hitches begin, no Seann, Sara and Jack discuss Jack's Christmas jumper and Sara's tree01:20 Seann's community fibre anecdote02:01 Jack's technical issues with his mic03:52 Jack is back, Seann's festive hair clips are discussed05:30 Oh My Dog!'s gift giving goes slightly wrong, apart from Dolly's06:50 Jack opens Sara's gift07:30 Jack opens Mildred and Seann's gifts, Bonio and strawberry sippy cups09:55 Sara opens her gifts from Dolly, Pawbons and peanut butter flavoured bubbles10:42 Seann opens his gifts from Dolly, beefy steak flavoured bubbles and Puppy Dodgers11:59 Seann describes his gift to Sara, a “My dog only barks at ugly people” doormat13:10 Sara explains why Seann doesn't have his gift14:15 Sara gives Seann a gift idea for Grace15:18 Mildred's bedroom turd and Seann tries to report a fraud18:29 Seann's bleach stain on the floor19:54 Mildred is working with the foxes on the hole in the fence22:56 Sara's train story about an overzealous ticket inspector and a fined young couple24:40 Jack hates trains, Seann agrees26:20 Seann has been watching Sara's Camp Beagle reels and the OMD mini-doc27:54 Sara shares an animal testing update29:37 Discussion about dog ageing and dog years from Dr Paul Manktelow's reel33:34 Grace asks Jack and Sara about getting a second dog, Seann shares their thoughts too37:37 Juniper is quiet this week39:30 AI Christmas joke in the style of Jack Dee40:21 Signing off and Seann tries the meaty bubbles42:06 A very merry Christmas from Seann, Jack and Sara#OhMyDogPodcast #ChristmasSpecial #FestivePodcast #DogPodcast #ComedyPodcast #ChristmasWithDogs #PodcastLife #JackDee #SeannWalsh
On this week's show, we'll dive into the question many people are asking: Are we in a bubble stock market? We'll delve into the aspects of this and uncover what analysts are saying about today's economy, what history teaches us and current stock market valuations compared to other market tops. We'll discuss the prevailing trend of "Made in America" and what that means for the U.S. and the world in terms of trade imbalances and whether this will be boon for our economy. Last, Beth will discuss the new contribution limits for 2026, and the benefits of maxing out our retirement plans. While that may be a challenge for sure, this will be a great opportunity for you to hear what your limits are and how that might help you to have more freedom later. So much to discuss and so little time, and your questions are always welcome! Tune in and take control!
A Note from James:One of my favorite conversations on this show was with Peter Thiel. Yes—PayPal, Facebook, Palantir, and a dozen other hits. I first ran this episode years ago, and the advice still holds up. The same stories, the same frameworks—and the same challenge to think from first principles. Here's Peter Thiel, one of the most influential entrepreneurs of our time. Episode Description:In this redux, James pressure-tests the core ideas from Peter Thiel's Zero to One—why competition is for losers, how real monopolies are built, and why starting “narrow” is often the only path to something huge. They cover Facebook's early moat (real identity), PayPal's network-effect wedge on eBay, and the “10x or nothing” bar for proprietary technology. Peter shares a contrarian read on bubbles, why biotech's slump may be opportunity, and how to hire, divide roles, and keep teams from fighting. The through-line: seek secrets, combine disciplines, and make something so different that it becomes its own category. What You'll Learn:How to pick markets the Zero to One way: start with a “small, winnable monopoly,” then expand in concentric circles. The four classic moats—and which to favor first: proprietary tech, network effects, economies of scale, and brand (with a bias toward real tech). A practical rule for virality vs. network effects: growth is a tactic; enduring value comes from the network that forms once users arrive. Team design that prevents internal warfare: make roles uniquely owned; if two people own the same thing, you're paying for a fight. How to hunt “secrets”: believe they exist, look where consensus is stale, and borrow from adjacent fields to see what specialists miss. Timestamped Chapters:[02:00] A Note from James — Why this conversation still ranks among the best. [03:00] Zero to One, in one line — “Do something new, different, fresh, strange.” [05:17] Competition vs. Capitalism — Why perfect competition kills profits; aim for uniqueness. [07:28] Facebook's original edge — Real identity as the breakthrough vs. MySpace's alt-persona culture. [09:14] Bits vs. Atoms — Stagnation outside software and how biology could become an information science. [12:05] Personality and perseverance — Why mild contrarian wiring helps founders ignore status games. [15:21] “10x or nothing” — The technology and/or experience must be an order of magnitude better. [17:00] Monopoly thinking, ethically done — Create abundance by creating something truly new. [23:30] The PayPal pre-history — Why long-running trust among teammates births more companies. [30:10] Early Facebook investment logic — College-only looked “small,” which was exactly the point. [32:03] Turning down $1B — The boardroom debate, optionality, and founder conviction. [36:23] Moats in practice — Picking the right advantage (and why brand alone is shaky). [37:06] Network effects ≠ virality — How value compounds after growth. [39:54] PayPal's wedge — eBay power-sellers and the $10 incentive as a growth accelerant. [41:22] Beware the “Chinese refrigerator” TAM slide — Start small, win big. [42:01] Uber vs. Airbnb — Investor bias and why some models get over- or undervalued. [44:18] Bubbles and the public — What changes across tech, housing, and today's “government bubble.” [48:00] War on cash & credit — Why Peter favors unlevered, opaque innovation over fixed income. [51:10] Biotech headwinds (and upside) — Regulation, Eroom's Law, and why sentiment can misprice breakthroughs. [53:50] Secrets — If you assume they exist, you'll be the one to find them. [57:56] Interdisciplinary bets — CS × biology; CS × transportation; why university silos miss the action. [59:51] Silicon Valley on HBO — The “Peter Gregory” caricature and what the show gets right. Additional Resources:Zero to One: Notes on Startups, or How to Build the Future (book) — Amazon hardcover. AmazonFounders Fund — Peter Thiel profile (bio & portfolio highlights). Founders Fund“PayPal Mafia” overview (alumni companies: YouTube, Yelp, LinkedIn, Tesla, SpaceX, Palantir, Yammer). WikipediaYahoo's 2006 $1B offer for Facebook (background reporting). Business InsiderEroom's Law (pharma R&D productivity; Nature Reviews Drug Discovery). NatureSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This one is a bit different and I admit that. But I like opportunities to speak with incredibly intelligent people so I took it. I sit down with Arman Verjee today and discuss a book he is finishing up: A Brief History of Financial Bubbles. The conversation is much more of a back and forth than an interview. But I think our discussion of the Dotcom Bubble and its application to the present AI circumstances is worth the listen.You can preorder Aman's book HERE.Western Civ 2.0
After two 20%+ years of returns for the S&P in 2023 and 2024, 2025 looks like it will close with another big double digit performance.Three back to back to back years of performance like this is somewhat rare in markets.What's the likelihood the streak will continue in 2026?Or is performance more likely to mean-revert?To discuss, we're fortunate to speak today with market veteran Kevin Muir, founder and editor of The Macro Tourist, the highly-acclaimed newsletter that currently ranks as one of the top financial Substacks in the world. Kevin is extremely concerned about the bubble-conditions of the stock market and is confident shares of the Mag 7 companies will -- as they have before -- experience another 33-50% price correction.#nvidia #aibubble #marketcorrection WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.
Welcome back to Bri Books! When you're hosting, choosing wine can feel daunting. Whether it's a dinner party, work event, last-minute gathering, or impromptu holiday shenanigans, here's the simple framework I rely on that never fails. In this episode, we'll cover: The three-bottle wine buying formula (red, white, wildcard) How to taste wine at home: My 4 Pillars of Place: Temperature, Terrain, Soil, and Touch How to build a wine list for parties or dinner How to Build a Wine Menu: Bri's 3-Bottle Formula To avoid overwhelm at the wine shop, use this formula: One white wine One red wine One wildcard. That's it. Simple, flexible, and stress free. Let's dig in: Crisp white as the Opener. This white wine is your opener—the bottle people drink while they arrive, settle in, chat, and snack. White wins are crisp, flexible, and food-friendly. I look for wines with high acidity and good minimality, the kind that leave you gently puckering and refreshed. A crisp white wine creates an immediate sense of ease and joy at the table. My go-to white wine categories: Chablis Gruner Vetliner Albrino Sauv blanc, from Loire Why this works: These wines pair well with almost anything: cheese, vegetables, oysters, seafood They don't overpower food They make excellent aperitif wines They set the tone for the meal by brightening flavors and waking up the palette Red wine as the main event. Your red wine is your main event. You're looking for a crowd-pleaser that's food friendly, adaptable, and easy to drink. it can be tempting to bring a big, heavy, dramatic, oak-driven red-but gatherings call for something more communal. Look for reds with: Medium body moderate tannins high drinkability Red wines I recommend: Boujulais Tempranillo (especially rioja joven) Etna Rosso reds Cotes du Rhone These red wines shine with soups and stews, tomato based dishes, roasted vegetables, poultry, and cozy winter meals. The wildcard: the personality hire wine. Go for an orange wine, a sparkling red like Lambrusco, a pet-nat, or a liter bottle of something fabulous and weird like a Madiera dessert wine. Bubbles are always a win. A dessert wine course moves your guests through the final stages of the evening, and a liter bottle keeps things flowing. Use the wildcard to spark conversation about what there wine comes from, how it's made, and why it tastes the way it does. How to Do an At-Home Wine Tasting Using the 4 Pillars of Place My 4 pillars framework helps you understand where your wine comes from, even without the label. Temperature: Look at the wine. Color intensity can give you climate clues. Terroir: Smell the wine. Aromas reflect whether grapes grew near the sea, mountains, forests, or plains ltitude = floral, lifted flavors Warm climate = ripe, deeply drinkable Coastal = salty, breezy, fresh finish Mountain = Sharp, linear, mineral Valley floor = lush, smooth Volcanic = smoky, stony, earthy flavors Soil: Taste the wine. Texture reveals the soil type. As a reminder: limestone = chalky, saline wine Volcanic = smoky, ashy flavors in the wine Granite = crunchy, bright, often 'cool' flavors in the wine Clay = smooth, plush, slightly pucker-y in flavor High a Touch: Notice winemaking styl. Is it bright? Clean? Raw? Heavy sediment? Is it sharp? Does it grip? Touch is the easiest pillar to learn and the quickest path to understanding what you like.
Welcome back to another minisode of Doctor Who holiday specials but instead of getting all Christmassy-wismassy I'll be talking about Jodie Whittaker's 13th Doctor and her New Year's episodes. Also known as the Festive Specials. How did these episodes compare to the Christmas episodes of past? Will they hold up to Christmas episodes of the future? You'll just have to join me in the present in my bubble to find out. Thanks for listening and Keep Streaming! Find, follow, support the pod → https://linktr.ee/mystreamingbubble Don't forget about Twin It to Win It → https://linktr.ee/twinittowinitpod
Chinese state media hailed it as one of China's “Four Great Inventions” of modern times. Today, what most people remember are the graveyards. Or the thousands of bikes left on streets and public areas. In less than a year, 70+ bike-share startups burned billions of dollars to put 20+ million bikes on Chinese streets. It was insane. It was unsustainable. Oh boy. In this video, we dive into the bonkers Chinese bike-share bubble of 2017-2018.
In this episode, Clay explores the dot-com boom and bust through Roger Lowenstein's book, Origins of the Crash. The book unpacks how distorted incentives, financial engineering, and speculative excess reshaped markets. By studying this period in market history, investors can better recognize recurring patterns in behavior, incentives, and speculation, and apply those lessons to avoid future manias. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:03:33 - Why stock options often misalign executives and long-term shareholders 00:08:51 - How financial engineering was abused in the 1990s market boom 00:12:45 - How distorted incentives fueled the dot-com bubble 00:27:51 - Why revolutionary technologies don't guarantee successful investments 00:31:47 - The role Wall Street analysts and the media played in amplifying speculation 00:39:19 - How Enron's deception exposed systemic failures in governance and oversight 01:11:34 - Clay's lessons for avoiding hype-driven bubbles in the future Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. Roger Lowenstein's book: Origins of the Crash. Mentioned Episode TIP693: The Power Law: Unlocking Venture Capital's Secrets w/ Clay Finck. Follow Clay on LinkedIn & X. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Human Rights Foundation Unchained HardBlock Linkedin Talent Solutions Onramp Amazon Ads Alexa+ Shopify Vanta Public.com - see the full disclaimer here. Abundant Mines Horizon Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
John has a fix for bowl games. Also the galvanize meter.
On today's episode, we welcome the hugely talented comedian, author and actor Aparna Nancherla to the show to chat with us about Etsy witch curses, Christmas movies, experiencing childlike wonder at Costco, and so much more.*Watch Aparna's new standup special, Hopeful Potato, on Dropout.*Follow Aparna on Instagram, Substack, TikTok, Facebook and Threads.*Celebrate 25 years of Bullseye!*Visit bit.ly/coolfight for the new comic series Predator Bloodshed, which drops Feb 25, 2026! *Order Jordan's Predator comic: Black, White & Blood!* Order Jordan's new Venom comic!* Donate to Al Otro Lado.* Purchase signed copies of *Youth Group* and *Bubble* from Mission: Comics And Art!JJGo MERCH ~Get Bronto Dino-Merch!Get our ‘Ack Tuah' shirt in the Max Fun store.Grab an ‘Ack Tuah' mug!The Maximum Fun Bookshop!Follow the podcast on Instagram and send us your dank memes!Check out Jesse's thrifted clothing store, Put This On, and use CODE JJGO for 10% off.Follow beloved former producer, Steven Ray Morris, on Instagram.Follow bedazzled new producer, Jordan Kauwling, on Instagram.Visit Auraframes.com and use Promo Code: GO
Chinese investment crashed yet again in November, the second straight month of bigtime declines. Only this time FAI was joined by consumer spending. Retail sales over in China also crashed last month, dropping by almost half a percent in November alone. That's enormous. It follows terrible data on household lending and bank credit. All of it points to an increasingly familiar topic and condition: China big economic slide is sliding right onto flat Beveridge. Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------------EDU's Webinar SeriesThursday December 17, 6pm ETA Trillion-Dollar Eurodollar Bomb is going Off on Wall StreetThe most important funding system in the world is flashing warning signals, and almost no one is paying attention.https://event.webinarjam.com/channel/risks---------------------------------------------------------------------------------------------------------------------------------------------If you're a serious investor and want to capitalize on what the monetary system is signaling right now, join me at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot, just go here: https://eurodollar-university.com/event-home-page------------------------------------------------------------Bloomberg China's Labor Market Distress Spreads at Worst Time for Deflation Fighthttps://www.bloomberg.com/news/articles/2025-09-22/china-s-labor-distress-spreads-at-worst-time-for-deflation-fighthttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
Jason presented upcoming investment opportunities, particularly focusing on co-living properties and Empowered Investor Live events, while emphasizing the urgent need for housing solutions and providing contact information for investment counselors. He discussed Redfin's market predictions, including trends in mortgage rates, affordability, and home sales, while examining the impact of quantitative easing on credit availability and interest rates. The discussion concluded with an analysis of apartment rental trends, household changes, and regional variations in real estate markets, along with the potential for remodeling and policy responses to the affordability crisis. Market predictions: https://www.redfin.com/news/housing-market-predictions-2026/ Jason then interviews Aman Verjee, author of "A Brief History of Financial Bubbles," to discuss historical market bubbles and their relevance to current financial conditions. They examine various historical examples including the Tulip bubble, South Sea and Mississippi Company bubbles, and explore how government involvement and monetary policies have influenced these events. The discussion concludes with insights about modern market valuations, particularly regarding AI stocks, and Aman encourages listeners to learn from historical bubbles through his website. https://empoweredinvestor.com/ Connect with investment counselor today! (714) 820-4200 Ext. 2 or check out these amazing products https://www.jasonhartman.com/properties/ #CoLivingInvestment #RealEstateInvesting #CashFlowProperties #FinancialBubbles #QEIsBack #QuantitativeEasing #EasyMoney #MortgageRates #HousingAffordability #RedFinPredictions #InvestmentOpportunities #WorkingPoorCrisis #IncredibleROI #PropertyMarket #WagesOutpacingHousing #CreditAvailability #MultiDimensionalAsset #RealEstatePrices #RentGrowth #SingleFamilyMarket #ReshapingHouseholds #MoreRoommates #RefiAndRemodel #LockInEffect #RemodelingBoom #AIinRealEstate #GoodInventory #UnintendedConsequences #HomeSalesVolume #EmpoweredInvestor Key Takeaways: Jason's editorial 1:21 Big Opportunities in 2026 3:44 Housing predictions 2026 Aman Verjee interview 18:02 What is a bubble 20:52 Two companies, two countries 25:39 Government involvement and bubble 28:42 Dot.com and the LCTM 33:37 The Great Recession 35:11 Where are we now 39:50 https://www.bigbubbletrouble.com Transcript HERE Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com
In Episode 453 of Hidden Forces, Demetri Kofinas speaks with Jason Furman, the former chair of the Council of Economic Advisers, about the state of the U.S. economy, the AI Bubble, monetary policy, inflation, price controls, and much more. Jason and Demetri spend the first hour of their conversation exploring his economic framework, what he learned from his time working inside the Clinton and Obama White Houses, and how these experiences shaped his perspective on the role of government in the economy. The two then delve into Furman's thoughts on artificial intelligence. They discuss whether we're living through an AI bubble, where Jason anticipates the greatest productivity gains from the adoption of AI in the U.S. service sector, and his perspective on AI regulation. They also discuss the limitations of our inflation models, whether we have a good working understanding of the causes of inflation, whether the Fed has implicitly raised its inflation target, and how large, structural deficits and political constraints will shape the Fed's ability to manage that target in the years ahead. In the second hour, Kofinas and Furman shift to a discussion about the politics of affordability and a growing sense, especially among younger Americans, that the costs associated with achieving the American dream have become insurmountable for almost all but the very wealthy. They debate the political appeal and efficacy of price controls, as well as the extent to which tariffs, industrial policy, and currency depreciation can or should be used to reshape global supply chains and rebuild U.S. domestic manufacturing in areas deemed critical for national security. They also discuss the US trade deficit and capital account surplus, what a weaker dollar may tell us about the government's policy objectives, how corruption, rule of law, and institutional decay might eventually feed back into foreign appetite for US assets, and what is at stake in the choice of the next Fed chair—both for the independence of the central bank and for the long-term credibility of American monetary policy. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 12/08/2025