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SECTOR ETFTLTIEFBEARISHIn depth · 4/5

No single ticker was named. Rates & bonds ETFs are one way for retail investors to get exposure. Not a recommendation.

AI bubble exceeds dot-com, debt funding at risk

The guest argued the current AI investment bubble is larger than the dot-com bubble and is financed by unsustainable, long-duration corporate debt issued at unrealistically low spreads.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE