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A Time for Caution
Manage episode 501753963 series 21002
Beware the divergence! Retail investors are piling in as professional investors are trimming their holdings back. At the same time, the AI-bubble is starting to encounter the archnemesis of all bubbles, reality. Long bond yields are rising across the OECD, recession signs are everywhere … *CREAK*POP*
646 episodes
Manage episode 501753963 series 21002
Beware the divergence! Retail investors are piling in as professional investors are trimming their holdings back. At the same time, the AI-bubble is starting to encounter the archnemesis of all bubbles, reality. Long bond yields are rising across the OECD, recession signs are everywhere … *CREAK*POP*
646 episodes
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