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24min chapter
The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield”
Forward Guidance
Exploring Bubbles and Financial Dynamics
The chapter delves into the nature of bubbles, from tech-driven to credit bubbles, exploring how they divert money rather than fuel sustainable growth. It highlights the interconnected relationship between housing prices and credit, emphasizing the potential for virtuous or vicious cycles. The conversation extends to private credit, ethical dilemmas in wealth management, and evaluations of stock market valuations with a focus on Nvidia and global equities.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode