biancoresearch：Nominal growth (inflation PLUS real growth…

Bubble Talk: Tulips to Tech Rational Dissent Episode 013 Despite bubbly valuations, persistent market skepticism suggests the AI boom is expanding like 1996—not collapsing like 2000. -- Available on YT, Spotify, Apple Podcasts, Overcast, etc. Chapters 00:00 - Introduction & Sponsor 02:13 - Defining Bubbles: Tulips, Dot-Com & 2008 06:37 - Bubble Expansion vs. Market Peak 09:34 - S&P 500 Valuations & AI Concentration 17:20 - Why Equities Require "Hopes and Dreams" 21:52 - Are We Closer to 1996 or 2000? 26:27 - AI Monetization: Frontier Models vs. Applications 32:10 - The Real Risk: Overcapacity & Technological Disruption 36:27 - Conclusion & Outro

2026-10-17 05:4924529

Nominal growth (inflation PLUS real growth) determines the proper level of NOMINAL yields. This means real growth has a role in setting NOMINAL yields. NOMINAL yields are more than a reaction to inflation expectations, as I explained here. https://t.co/0bdPnwpo4m

2026-10-14 18:38938

A boy that cease-fire…

2026-10-12 04:1737226

What a mis-read of Frederic Bastiat!

2026-10-12 04:081539

1/5 The S&P 500 increasingly looks like two stock markets: AI-related companies and everybody else. 41 AI-related companies we track accounted for 48.68% of the S&P 500's combined market capitalization. The remaining companies accounted for 51.32%. https://t.co/owS3WGJiom

2026-10-12 03:0549687

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