Send us a text On this episode, we're talking about AI, the Fed, crypto, and housing --- and how those stories all suddenly collided this week. Nvidia’s huge earnings beat briefly sent markets higher, but the rally fizzled fast as investors grew more anxious about a potential AI bubble. We walk through why valuations increasingly assume massive job displacement and unprecedented productivity gains, and why Oracle has become the market’s “AI downside” hedge as its stock price collapses and its...
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Send us a text On this episode, we're talking about AI, the Fed, crypto, and housing --- and how those stories all suddenly collided this week. Nvidia’s huge earnings beat briefly sent markets higher, but the rally fizzled fast as investors grew more anxious about a potential AI bubble. We walk through why valuations increasingly assume massive job displacement and unprecedented productivity gains, and why Oracle has become the market’s “AI downside” hedge as its stock price collapses and its...
177. The Potential Financial Crisis No One is Talking About: Repocalypse 2.0?
The Wall Street Skinny
43 minutes
3 months ago
177. The Potential Financial Crisis No One is Talking About: Repocalypse 2.0?
Send us a text In this episode of The Wall Street Skinny, Jen unpacks an overlooked risk brewing beneath the surface of financial markets. Why did Jerome Powell, head of the Fed, deliver such a surprisingly “dovish” speech at Jackson Hole? Jen suggests it may be because he sees this liquidity problem coming. Looking ahead, Kristen and Jen walk listeners through what to watch: not just whether the Fed cuts rates in September (they signaled pretty strongly that is coming) but also whether...
The Wall Street Skinny
Send us a text On this episode, we're talking about AI, the Fed, crypto, and housing --- and how those stories all suddenly collided this week. Nvidia’s huge earnings beat briefly sent markets higher, but the rally fizzled fast as investors grew more anxious about a potential AI bubble. We walk through why valuations increasingly assume massive job displacement and unprecedented productivity gains, and why Oracle has become the market’s “AI downside” hedge as its stock price collapses and its...
