Microsoft and OpenAI, Treasury Auction, and CZ Zhao
Bloomberg Intelligence
Current State of the Markets and Potential for Bubble Burst
The hosts discuss the state of the markets and the potential for a bubble burst, referencing the 1999 bubble burst and the impact of Nvidia on market sentiment. They question if the market is driven by a few stocks and the underlying risks. They also discuss the recent response of the Russell 2000 index, the bond market, and potential implications of treasury auctions.
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