“An Empty Room Kinda Guy” (Guest: Robert Mullin)
The Market Huddle
00:00
Echoes of Market Cycles
This chapter reflects on the parallels between the dot-com bubble and the present trends in AI and crypto, emphasizing the optimism and risk-return detachment in financial markets. It discusses evolving portfolio strategies, inflation impacts, and the necessity for reevaluation in light of recent economic disruptions. The speakers analyze historical context and current dynamics, suggesting potential shifts toward commodities amidst ongoing volatility.
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