Assessing Market Speculation and the AI Bubble

Markets are soaring, Bitcoin is defying gravity, and gold is quietly making record highs—but are investors ignoring the warning signs? In this episode, we break down the key macroeconomic trends shaping 2025, from rising Treasury yields to stock market overvaluation, and explore how you should be thinking about your portfolio. Should you trim exposure to stocks? Is real estate finally becoming a buying opportunity? And is Bitcoin’s meteoric rise built on shaky ground? Tune in as we discuss risk, strategy, and how to position yourself for whatever comes next.

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