The AI bubble is a 'rational bubble', says Mohamed El-Erian

Joining us right now to take a look at the markets, Muhammad Alian's with us. Aliance is chief economic advisor. Uh Muhammad, it's nice to see you.I don't know if you were able to listen to the conversation we're having with uh Mr. . Kaplan earlier about what's happening in private credit, but some of the issues that he he raised towards the end about sort of where our economy really is. as we were discussing this this paper by Jason Ferman uh where we're looking at the AI boom being you know such a huge pa ...