The Ben Shapiro Show Ep. 2318 - Is There An Economic Bubble? And Will It BURST?
16 snips
Nov 14, 2025 The podcast dives into the recent stock market drop, questioning if the tech bubble is about to burst. It explores the fragility of investments tied to AI companies and big tech, along with the economic implications of corporate layoffs and rising foreclosures. Discussion shifts to the contrast between free market solutions versus redistribution proposals, and how innovation affects affordability. Scandals surrounding former Rep. Matt Gaetz add a layer of intrigue, prompting debates on political ethics and accountability.
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AI-Fueled Market Concentration Risk
- Ben Shapiro warns a concentrated tech rally may be a bubble driven by circular investments around AI.
- If AI gains don't accrue to public companies, their valuations could collapse and drag markets down.
Circular Financing Inflates Expectations
- Shapiro describes circular financing where investors fund OpenAI then OpenAI pays them back for cloud and chips.
- That feedback loop inflates expectations and ties many public stocks to private company risk.
Think Twice When Institutions Sell
- Shapiro advises caution when retail investors buy stocks sold by institutional investors.
- If hedge funds are exiting, retail buyers should reassess who is making those investment decisions.
