AI boom
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 12, 2026 by Paul Kedrosky · across every show →
Everything said about AI boom, oldest first
Aug 12, 2026 bearish
Kedrosky: AI is the first U.S. bubble combining tech, real estate, credit, and policy
“The largest bubbles in US history usually had either to do with technology loose credit, government policy, right? Some combination of these things. The US in particular is very good at ones that also include real estate, so we can add that to the mix. So tech…”