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 ...

Silver's been a hot trade, too. Up 67% this year. But to Josh Brown's point, today silver finally passed its 2011 high.Still hasn't gotten back to its all-time high set in 1980. So, are metals just having some temporary shine or has something permanently changed. Joining us now is John Champaga, uh, Sprat Asset Management CEO.Uh, SPAT has several ETFs focused on gold and silver. Uh John, what do you say. Uh is is it different now with gold.Is it going to double maybe again over the next 3 to 5 years. Yeah. ...

European Central Bank Executive member Isabel Schnabel said that investor and other financial market participants are possibly underestimating risks https://t.co/X2UiCM4iaW ...

RT Nick Szabo (@NickSzabo4)@RayDalio @Dr_Mario_MD What you're missing is that you're looking at shallow phenomena which usually change over historical time (e.g. volatility) rather than the huge risks inherent in modern trust-based and fiat money.If you think risk = volatility you won't get it. ...

AI Risk Assessment - AI scheming is a particularly important risk under study [1] External Resource - Further information available at the provided URL [1]

Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The service offers a free two-week trial for potential investors to explore top ideas across exclusive income-focused portfolios [1] Group 2 - The article emphasizes the importance of understanding risk in investing, particularly company-specific risks [2] - The author has over 14 years of investment experience and focuses on defensive stocks with a medium- to long-term investment horizon [2]

Market Trends & Dynamics - Market experienced a pullback after a rally following J Powell's Jackson Hole speech, where rate cuts seemed likely [1] - Friday's rally was unexpected, leading to short covering and strong performance in Russell and value stocks [2] - Summer volume is low, contributing to profit-taking [2] - Nvidia's earnings will be key for the AI trade [2][3] - Recent weeks have seen weakness in tech and a broadening of the market, possibly due to valuation concerns and reports questioning the benefits of generative AI [4] Investment Opportunities & Potential Risks - Investors are cautious about valuations, especially in AI stocks, leading to profit-taking [5] - Opportunities exist in staples and industrials, which haven't performed as well [6] - Dividend stocks and companies needing access to capital could perform well when rates come down [6] - Investors should assess the risk in their portfolios and avoid overconcentration in high-performing stocks [7][8] - Consolidation is natural after a great run in the AI trade [7]

The growing risks to Ivory Coast’s image as a stable West Africa success story. https://t.co/kKFJPYWOcv ...

AI Safety Concerns - The industry is increasingly concerned about the growing risks associated with increasingly powerful AI models [1][2] - The industry worries that progress in addressing AI risks is not keeping pace with the rapid advancement of AI technology [2] - The industry believes that controlling AI technology is possible and has improved with each model release [3] - If alignment techniques do not improve, the industry would advocate for slowing down the development of more powerful models [4][5] Strategic Responses - The industry is investing in safety techniques to accelerate the progress of AI safety [5][7] - Export controls are considered a better measure than individual companies slowing down, given geopolitical competition [5][6] - Openly releasing safety work is seen as a public good that should be shared [8] Challenges and Considerations - Balancing the benefits of AI technology with the risks it poses is a challenge, especially in a multi-party race to accelerate AI development [7] - Economic factors and geopolitical adversaries complicate efforts to slow down AI development [6]

Monetary Policy & Market Risk - Monetary policy, specifically the Fed's interest-rate decision, is highlighted as one of the primary risks currently facing the stock market [1]