AI Bubble
Discover key takeaways from 3 podcast episodes about this topic.
Markets Rattled, Consumer Sentiment Plunges—While Trump Plays Emperor
Markets are dangerously underpricing global war risks, leading to surging inflation expectations and a looming recession, while systemic fragilities like the AI bubble and private credit markets could compound the crisis.
New Inflation Warnings from Fed; Could Iran War Raise Prices AND Cause Recession?
This episode details a worst-case economic scenario where the Iran war, combined with an AI bubble and private credit risks, could trigger a global recession or depression, leaving policymakers with few effective tools.
BREAKING: Massive Jobs Revision Clouds Jan. Gains (w/ Paul Krugman)
Despite strong January job numbers, a significant downward revision of last year's job growth, coupled with political interference in the Federal Reserve and economically damaging immigration policies, paints a concerning picture for the US economy.