Closing Bell Closing Bell Overtime: Markets, AI, and Year-End Plays 11/17/25
Nov 17, 2025
Mike Santoli, a seasoned markets commentator, unpacks critical insights on the current bond market signaling and its implications for investors. He discusses the potential stress points in private credit and highlights the volatility surrounding AI investments. The conversation also covers the housing market trends with Dallas Tanner, CEO of Invitation Homes, who shares thoughts on lease renewals and affordability. Tune in for a deep dive into how AI is reshaping market dynamics and what to watch as year-end approaches!
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Bitcoin Death Cross Signals Further Downside Risk
- Bitcoin plunged ~30% from its high and triggered a death cross, signaling bearish momentum.
- Mackenzie Sigalos links heavy ETF outflows and unwind of crypto-treasury strategies to the current sell-off.
AI Is A Durable But Concentrated Market Driver
- AI is providing a durable lift to the economy and markets but also concentrating risk in a few firms.
- Stephanie Aliaga warns investors to expect continued volatility despite AI's tailwind.
Build Resiliency With Diversified AI Exposure
- Diversify within the AI value chain across infrastructure, power, and smaller players to build resiliency.
- Also diversify geographically and consider assets that hedge political and inflation risks.