CapEx bubble
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Crypto Negativity Has Much More to Run: 3-Minutes MLIV
Bloomberg Television· 2025-11-05 08:43
Mark we're just trying to Tom there about the tech selloff that we're seeing globally. Are there macro implications for this. Of course.I mean, I think eye is the biggest macro theme in the world at the moment and will be the case for some time. As you know, credit, I'm in the camp that we are in an CapEx bubble, but that this is not the bursting of it. You know, at some point before the ultimate bursting, we go to a more volatile stage.Maybe we've entered that, but I think even that's debatable at the mome ...
Volatility Doesn't Mean Bubble Bursting: 3-Minutes MLIV
Bloomberg Television· 2025-11-04 10:00
Mark, you're not worried. Longer term, I should say medium term, maybe. I'm not worried.Look, I want to emphasize the core view here is that we are in an air bubble, specifically in our CapEx bubble. And at some point, it's going to burst. It's going to burst naturally.Is this the burst. I strongly don't think so. We've talked about in the last couple of weeks that at some point we're going to get into the more volatile part of the bubble.It's not even clear we're in that yet. Bear in mind, this selloff is ...