
November Markets in Focus: Labor Market Slowdown, AI Boom vs Dot Com Bubble, Market Opportunities
Inside the ICE House
00:00
Is the AI Rally a Bubble Like Dot‑Com?
Lance asks if the AI surge resembles the dot‑com bubble; Phil agrees it's different due to strong earnings, large balance sheets, and real demand driving valuations.
Play episode from 06:30
Transcript


