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Can China's Markets Shed 'Uninvestable' Tag for Good?
Bloomberg Television· 2025-12-17 05:21
We're still talking about outperformance here, right. They're really outperforming their global peers this year as the market sheds its own investable tag. You see from this chart, basically we have overcome or at least surpass some of the performance that we've seen in when it comes to the all country index, when it comes to the U.S., even when it comes to Japan, we've narrowed the gaps when it comes to outperformance in Korea and Taiwan, for example, as well.But certainly a lot of questions of whether tha ...
We could have a really large negative wealth effect if the AI bubble pops, says Jared Bernstein
CNBC Television· 2025-10-14 13:22
In a New York Times oped that's out this morning, President Biden's former chief economist says that it's time to call the third bubble of our century the AI bubble. Joining us right now is Jared Bernstein. He served as the former President Biden's Council of Economic Advisors chairman.He's now a policy fellow at the Stanford Institute for Economic Policy Research. And Jared, thank you for joining us this morning. Uh this is a big call.You you think that what we're seeing right now officially is a bubble. W ...
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-10-06 11:56
Individuals were able to front run nation states & financial institutions in buying bitcoin.Now those large pools of capital will scramble to acquire bitcoin, which will create a wealth effect for the masses.Poetic to see the big guys inadvertently help the little guy. ...
X @The Economist
The Economist· 2025-09-29 17:30
The “wealth effect” is not the only way it has an impact https://t.co/TKdOlcZzKa ...