Despite bubbly valuations, persistent market skepticism suggests the AI boom is expanding like 1996—not collapsing like 2000. 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 Learn more about Bianco Research: https://www.biancoresearch.com/ Sign up for a free trial of Bianco Research here: https://www.biancoresearch.com/free-trial/?source=SPOT101626 +++++++ Foreside Fund Services, LLC is not affiliated with, or endorsed by WisdomTree, Jim Bianco, or Bianco Research, or any of their respective affiliates. Rss
