Dan Nathan, Guy Adami and Danny Moses are asking themselves if they’ll get fooled again (1:00). Never underestimate the U.S. consumer’s desire to spend money (7:00). Escalations with China continue to threaten the economy (9:30). Headlines and technicals aren’t looking great for Tesla (13:45). Is the market finally starting to get sharper (20:30)? The AI Wars are having an impact on margins for Microsoft and Google (23:30). Something wonky is going on in the Japanese bond market (28:05). Bitcoin continues to rally despite no Fed pivot in sight (30:15).

After the break, Bethany McLean joins the pod to discuss the folly of “experts” and non-economists running the Fed (36:15). The Venn Diagram of Fraudsters and visionaries (58:45). Do you really want to be a contrarian and surround yourself with conflicting ideas (60:15)?

A Conversation With Bing’s Chatbot Left Me Deeply Unsettled: https://www.nytimes.com/2023/02/16/technology/bing-chatbot-microsoft-chatgpt.html

Check out our show notes here

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