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Timestamps
00:00 – Introduction and why the bond market matters again02:13 – How the AI boom changed the market regime06:41 – Are the earnings from AI actually sustainable?10:38 – An earnings bubble rather than a valuation bubble?17:18 – What happens if earnings start to mean revert22:15 – When the stock market starts driving the economy28:55 – Why bonds are becoming the speed limit for equities38:39 – Can the AI boom keep going if rates stay high?42:21 – Why equity volatility looks unusually cheap45:30 – What extreme dispersion is telling us about the market52:44 – How to prepare for a market you can’t time58:20 – Geopolitics, real assets and the changing role of bonds01:02:20 – Debasement and the risk investors may be underestimating01:05:54 – Why currency volatility could matter much more
The post How Much Longer Can AI Carry the Market ft. Christian Mueller-Glissmann appeared first on Top Traders Unplugged.
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