The AI Bubble & What Comes Next… (Guest: Jesse Felder)

Jesse Felder, author of The Felder Report, dives into the complexities of the current market trends, spotlighting the AI bubble and its implications. He highlights the risks tied to insider selling, drawing parallels to past crises. Felder discusses the discrepancy between AI hype and reality, warning of unsustainable business models. He also advocates for a defensive investment strategy, emphasizing opportunities in commodities like energy and copper, while analyzing credit spreads and yield curves to gauge market sentiment.