Jesse Felder: The AI ‘Bubble of All Bubbles’ Is About to Hit Reality

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💡Concerned about recession risk, inflation, or an AI-driven market reversal? Get a free portfolio review from one of Wealthion’s endorsed financial advisors: https://bit.ly/4ioUjst AI stocks have powered markets higher, but Jesse Felder argues we’re now entering the final stage of what he calls a “Frankenstein bubble,” combining elements of the dot-com boom, the housing bubble, and today’s unprecedented speculation into a “bubble of all bubbles”. In this wide-ranging conversation with Maggie Lake, Jesse explains why generative AI economics are fundamentally broken, how OpenAI’s massive losses are artificially boosting Big Tech earnings, and why the AI boom is unlikely to deflate slowly due to record leverage across margin debt, options, and leveraged ETFs. 💡Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters: 1:07 - Is Today’s AI Mania the ‘Bubble of All Bubbles’ in Tech?  3:03 - What’s Changed Now in the AI Trade After So Many Blowout Earnings? 6:02 - Could OpenAI Survive the Very Crash It May Be Engineering in Compute? 12:14 - In an AI Bust, Do Big Tech Titans Still End Up the Winners? 15:50 - Why Would Berkshire Hathaway Tiptoe Into Google at This Stage? 17:24 - If AI Isn’t ‘Too Big to Fail,’ How Painful Could an AI Bust Really Be? 21:05 - Are AI Skeptics Just ‘Tech Bears’—Or Are Valuations Truly Detached? 24:33 - Would a Bursting AI Bubble Bring Deflation—or a Different Kind of Shock? 30:24 - How Resilient Is the Real Economy If the AI Wealth Effect Vanishes? 34:27 - Can Policymakers Navigate Inflation, Populism, and an AI Bust at the Same Time? 42:51 - ⭐️Wealthion Golden Nugget: With So Much Market/Macro Risk, What’s Investable? 45:34 - Should Investors Own Commodities Directly or Ride the Move Through Equities? 47:19 - Are Critical Minerals the Next Big Opportunity—or a Geopolitical Minefield? Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Markets #Economy #Stocks #Tech #AI #AIBubble #BigTech #OpenAI #Nvidia #Commodities #Energy #Gold #Silver #Oil #Inflation #Deflation #Recession #Macro #MarketOutlook #PortfolioStrategy #RealAssets #NaturalGas #Copper #Bonds #Crypto #RiskManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.