AI conviction bets
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 30, 2026 by David Friedberg · across every show →
Everything said about AI conviction bets, oldest first
Jul 30, 2026 bearish
Friedberg: High Treasury yields will pop more asset bubbles
“And I think we're going to see more of this as we don't actually course correct the Titanic going into the iceberg of the United States fiscal and monetary situation. We are going to end up seeing more bubbles pop and more of these assets that we've kind of in…”