Today's Top Episodes

Dwarkesh and Ilya Sutskever on What Comes After Scaling

The era of simply making AI bigger is over. What comes next for artificial intelligence, according to one of its pioneers?

Viewing Single Episode
AI
Arts
Business
Crypto
Finance
Health
History
Interviews
Investing
Macro
Misc
News
Politics
Product
Programming
Science
Social
Startups
Technology
VC
Fiscal & Monetary Madness To Blow Up Bonds, Stocks & Housing In 2026? | Michael Pento

Fiscal & Monetary Madness To Blow Up Bonds, Stocks & Housing In 2026? | Michael Pento

Duration: 00:48:17
December 14, 2025
  • The podcast highlights the significant risks of fiscal and monetary madness in 2026, potentially leading to a bond market blow-up if yields exceed 6%.
  • A key concern is that current market highs are propped up by the AI bubble, and its potential bursting could reveal underlying weaknesses in earnings and GDP if AI-related companies are excluded.
  • The conversation emphasizes the fragility of the current over-financialized economy, suggesting that a significant repricing of asset prices is likely due to a combination of debt monetization, inflation, and a dependence on continuous stimulus.