Let's begin with more record highs for the macro markets. And we love being out west for many reasons. In one part though, because we get to speak in person to one of our favorite market gurus.That is Mike Co, chief strategist, open interest. pro, CNBC contributor, just general all-around great guy. Mike, it's good to see you on set or it's good to be here.I can't decide which is which. >> Oh, this is great. You didn't stop by though on your way to Napa.>> Oh, I had a blimp chasing me apparently. This is a ...

Market Bubble Concerns - A composite bubble indicator suggests a relatively high level of bubble activity in the market [1] - Bubbles are unlikely to burst unless monetary policy tightens, but current trends suggest easing rates are more probable [2] - The divergence in the economy, with weakening elements alongside bubble development, complicates monetary policy [4] - The current situation is reminiscent of market conditions before crashes in 1998-99 and 1927-28 [4] - The industry acknowledges significant risks, even if the exact timing of a potential bubble burst is uncertain [7] Unicorn Valuation and Financing - Unicorns may raise, for example, $100 million but be valued at $1 billion, creating a perception of wealth that isn't fully realized in cash transactions [5] - This inflated valuation can become its own form of "money" within the ecosystem [6] AI and Technology Risks - The rapid obsolescence of GPUs and the evolving landscape of data centers present risks in the AI sector [6]

Do you think that concentration is is indicative of a bubble. >> This is the big question, right. Um >> I know eager to hear your thoughts.>> There's a um there's a lot of bubble stuff going on. I have a bubble indicator um which is a composite of things that would take you too long to explain. And the bubble indicator is relatively high.It has to do not only with the pricing, has to do with who owns it, how the financing is taking place and so on. And it's a relatively high uh um level of of of bubble. Um ...

Core Viewpoint - The article discusses the perspective of Wood regarding AI valuations, indicating that while a reality check is anticipated, it is not believed that the market is currently in a bubble [1] Group 1 - Wood foresees a reality check on AI valuations at some point [1] - Wood does not think the market is currently in a bubble [1]

Streetwise: Bulls hope incessant bubble talk is a contrarian signal to buy AI stocks. It isn’t. https://t.co/0ZWLpo7zp5 ...

Group 1 - Gold and silver have seen record inflows of $34.2 billion over the past 10 weeks, marking the largest surge ever recorded [1] - Central banks have been purchasing gold at a record pace, acquiring between 1,000 to 1,100 tons annually over the last four years, which is double the previous decade's purchases [2] - The price of gold has been significantly influenced by central bank actions, with current prices being twice that of the previous decade [2] Group 2 - The volatility index (VIX) experienced a significant drop from a high above 28 to just above 18, indicating a collapse in volatility from Friday to Monday [4] - The recent spike in the VIX was not due to a market selloff, suggesting underlying leverage in the system that the index is attempting to detect [5] - Despite the recent decrease in the VIX, volatility is expected to remain a concern for investors for the remainder of the year [5]

Tom Lee: The DAT Bubble May Have Already BurstOn Fortune's program, Bitmine Chairman Tom Lee said the bubble in Digital Asset Treasuries (DAT) may have "already burst." Excluding Bitmine and MicroStrategy, the broader set of DAT companies still faces valuation pressure. He estimates around 80% of DATs are trading at a discount—so rather than a simple bubble pop, it reflects a market regaining discernment.Source: Fortune Magazine. ...

WATCH: Is Bitcoin in a bubble? 🤔 https://t.co/ycZFemv4MF ...

Bitmine Chairman Tom Lee said in an interview with Fortune that the digital asset treasury (DAT) sector the bubble might already have burst. He noted that while Ethereum is still regarded as “Wall Street’s blockchain” amid growing competition and technical challenges, the increasing number of listed DATs trading below their net crypto asset value signals emerging signs of a market bubble. https://t.co/GRwXlu3mgO ...

We are super excited to get to our next guest for a wide-ranging conversation on the markets, AI, bubble fears, China, venture capital, policy, and so much more. He's got his glasses, the famous red glasses. Brad Gersonner is here, founder and CEO of Altimeter Capital, of course, a leading tech investment firm with notable investments in Meta, Nvidia, Snowflake, Uber, Amazon, Microsoft, and others. Brad, welcome, welcome, welcome. It's great to be here. >> You're in town for the big Robin Hood conference. T ...