The Bridgewater founder said his bubble indicator is at levels comparable to those seen right before the Great Crash of 1920 and the dotcom bubble of 2000. https://t.co/tSoISkbYfU ...

The boom in artificial intelligence stocks is creating a risk of a bubble, which could threaten emerging markets, South Africa’s central bank Governor Lesetja Kganyago said https://t.co/7sjsMiapGn ...

Um there's uh definitely a bubble in uh the markets. Yeah. Um bubbles.What is a bubble. Right. Okay.What is a bubble. >> What what is a bubble. Uh a bubble um is that there's a lot of creation of wealth from various ways such as you decide that you're going to have a uh sell $50 billion worth of stock and value it at uh trillion dollars or you have multiples like that and then you create the wealth that way and then the question with all this wealth relative to money is who needs the money. So it's all it's ...

And now to our newsmaker of the morning. He is here joining us to discuss the markets, the history of economic bubbles, artificial intelligence, so much more. Bridgewater founder Ray Dallio is with us. Good morning to you, sir. >> Good morning. >> So, you've been uh providing lessons for us for a very long time about economic cycles and where we are and what's going on. The big question in the market right now because we're looking at Nvidia this morning and I think a lot of people are waking up thinking wh ...

NVIDIA and Big Tech - NVIDIA earnings were expected to be strong due to being a major beneficiary of the current massive CapEx bubble [1][2] - The temporary pullback in stocks is not the bursting of the bubble; the air bubble is expected to inflate significantly further into 2026 [2] - Short-term pressure on retail favorites and momentum stocks, potentially driven by the crypto sector, may not be fully exhausted [3] - NVIDIA earnings may not have fundamentally changed the short-term pressure on frothier stocks [3] Macroeconomic Factors and Fed Policy - There is increasing suspicion that a December Fed rate cut may not occur [5] - The potential lack of a Fed rate cut in December could weigh on asset prices in the short term [5][8] - A Fed policy that is too easy for the economic fundamentals helps asset prices, but the bubble is its own dominant theme [9] - The US economy is not currently seen as careening off a cliff edge, suggesting a preemptive rate cut is not necessary [7] Investment Strategy - It is not completely convinced that now is the time to buy the dip [4] - The bubble is in the inflation stage of incredible CapEx spending, which benefits some of the big names [10]

Thank you so much, John, and thank you, Kim, for doing this today. Um, obviously AI is front and center in everybody's mind, and you're really at the center of this ecosystem from a venture and IPO standpoint, from an M&A standpoint, from a debt financing standpoint. Based on that 360 view, do you get the sense that AI is in a bubble right now.>> So, great to see you, Leslie. Thanks for having me. Um, so the AI bubble question, that's the multi- trillion dollar question.Um I think that um AI will be absolut ...

Every bubble has a different tale to tell on the way up. The mistake is thinking that makes the ending any different. From an AI-fueled stock rally to record-high gold, the signs are stacking up that nearly every asset class is due for a reckoning. https://t.co/Mpc5dSHeqx📸: Victor de Schwanberg/Science Photo Library via Getty Images ...

How concerned are you that AI stocks are grossly overvalued. >> Let me share the work that I've been doing with Mike Spence, a friend and a Nobel Prize winner. We believe that we are in a rational bubble and there's three elements in particular of this bubble.First, those working on foundational models, not all of them are going to succeed and yet all of them are attracting significant investment. Second, diffusion isn't being talked about enough. Diffusion means getting AI into the workplace in an orderly ...

To be honest, I'm a bit confused ... the "AI is a bubble!" crowd have just witnessed their beloved "Value Investor in chief" top blasting this $3.3trn tech/AI stock....!Is it value or is it a bubble? Because it can't be both. https://t.co/KNa8N8yY5z ...

Burry seems to be a bigger financial media star today than he was when The Big Short came out, @jonathanjlevin says. That says Americans are worried about a bubble (via @opinion) https://t.co/FHaaPmBNES ...