Coffee and a Mike Ed Dowd #1289
Jan 13, 2026
Ed Dowd, founder of Phinance Technologies and author of 'Cause Unknown,' dives into critical economic themes. He discusses the potential for market panic during crises, the overvaluation of housing, and the looming resets in stock and real estate markets. Dowd highlights geopolitical tensions, especially regarding resource scrambles in Venezuela and Greenland. He warns about the risks of AI and misinformation in today's social media landscape, while also predicting unrest by 2026 tied to economic strains and fraud revelations.
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Markets Reveal Political Shock Signals
- Markets give the best real-time read on political shocks, not headlines or emotions.
- Gold and silver rising while bonds and stocks stay calm signal trust is eroding in paper assets.
Dual Bubbles And An AI CapEx Constraint
- The US faces simultaneous housing and stock bubbles that must correct.
- AI capex slowing and power constraints could trigger a Nasdaq re-rating similar to the dot‑com unwind.
Power, Not Chips, Is The New AI Bottleneck
- AI growth faces a non-obvious bottleneck: physical power on the grid, not just chips.
- That constraint could pause CapEx and trigger multiple compression in AI-heavy stocks.
