The AI Bubble Timeline

The podcast features a discussion among Andrew, Dario, and Freya, who analyze current economic issues. They address whether the labor market is cracking, the divergence between bond and equity market signals, and the possibility of an AI bubble and its potential economic impact. The conversation covers the Federal Reserve's focus on employment versus inflation, the effects of tariffs, and the uncertainty impacting hiring decisions. They also explore the dynamics of bond and equity markets, comparing current conditions to historical scenarios like 1995 and the late 1960s, and debate whether AI is in a bubble, discussing potential triggers for a market correction and the broader economic implications. Finally, they examine the reasons behind rising gold prices as a hedge against economic uncertainty and a shift away from the dollar.