Markets keep marching higher, but are the fundamentals starting to miss a beat? Earnings forecasts remain optimistic, bond yields are climbing despite anchored inflation expectations, and AI spending shows little sign of slowing. Meanwhile, fears about AI are growing louder. Do they reflect genuine risks, or are they driven by incumbents worried about disruption? Length without disclaimer: 17 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

<span style= "caret-color: #000000; color: #000000; font-family: Aptos, sans-serif; font-size: 14.666667px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> Markets keep marching higher, but are the fundamentals starting to miss a beat? Earnings forecasts remain optimistic, bond yields are climbing despite anchored inflation expectations, and AI spending shows little sign of slowing. Meanwhile, fears about AI are growing louder. Do they reflect genuine risks, or are they driven by incumbents worried about disruption? <span style= "caret-color: #000000; color: #000000; font-family: Aptos, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;">  Length without disclaimer: 17 minutes <span style= "caret-color: #000000; color: #000000; font-family: Aptos, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> <span style= "caret-color: #000000; color: #000000; font-family: Aptos, sans-serif; font-size: 14.666667px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> <span style= "caret-color: #000000; color: #000000; font-family: 'Times New Roman', serif; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> <span style= "caret-color: #000000; color: #000000; font-family: Calibri, sans-serif; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -moz-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> This podcast features material by fair use guidelines. All rights reserved to the copyright owners

Artificial Insanity

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