Ed Dowd Interview

There’s no government ‘bail-out’ for the A.I. bubble.

That’s the assessment from Ed Dowd during this interview, link here.

Just three days ago, that same question was discussed in the comments section, here.

The following are (approximate) time stamps for topics covered:

2:15: Bogus employment numbers

4:44: Amazon slowdown

5:20: Trump pumping Intel

5:45: Demand destruction

5:50: AAPL earnings Monday

6:40: Top 10% supporting the economy

6:50: Housing is dead

7:30: Concentration of wealth

8:20: Construction on Data Centers

8:28: Only healthcare is growing (could it be…)

10:00: Semis 19% of S&P 500

12:50: Nvidia

14:00: Intel

15:20: Semis and the July ‘low’

15:25: Semis, leading indicator

25:20: A.I. Bailout

26:14: Congress legislation, ‘No bailout’

27:00: Fed won’t bailout tech

28:45: Insurance bailout?

30:30: Insurance disaster

32:20: Watch the CCC bonds

33:10: Nvidia will ‘miss’

46:08: Gold and risk-off

46:40: Gold to $10,000 by 2030

47:00: Deflationary ‘scare’

Stay Tuned

Charts by StockCharts, TC2000

Note:  Posts on this site are for education purposes only.  They provide one firm’s insight on the markets.  Not investment advice.  See additional disclaimer here.

The Danger Point®, trade mark: No. 6,505,279