Dave Collum and Dylan Ratigan #1469
Summary
Dylan Radigan and Dave Collum analyze the disconnect between record stock highs and a struggling bond market, arguing that AI valuations are masking a broader systemic bubble. They discuss the risks of a gamma squeeze, the potential for massive job losses due to AI, and the political tensions arising from wealth inequality and housing unaffordability. The conversation also touches on the 2026 political landscape, including third-party movements and the impact of inflation on social stability.
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