The investment pouring into artificial intelligence evokes comparisons with previous speculative bubbles. In this episode of The Big View, Peter Thal Larsen talks to Edward Chancellor, the author and financial historian, about which warning signs investors should look out for.
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Sep 1
Why trade flows are so enduring and hard to stop
Donald Trump’s tariffs and Chinese rare earths have scrambled global commerce. Yet as Ed Conway describes in ‘Trade World’, rulers have wielded chokepoints for centuries, with mixed results. In this episode of The Big View, he tells Peter Thal Larsen that advantages rarely last. ... Show More
45m 20s
Jul 28
The cause and effects of China’s slow-motion crash
The world’s second-largest economy experienced the largest credit boom and bust in recent history. On this episode of The Big View, Logan Wright of Rhodium Group explains why debt, deflation, slow growth and industrial overcapacity will be hard to shift in the People’s Republic. ... Show More
44m 38s
Oct 2025
1234 - 💥The AI Bubble Explained: Are We Repeating History in the Stock Market?
Investors are calling today’s AI surge the next “dot-com” bubble — but is it really? In this episode, Akil Stokes breaks down the parallels between today’s AI giants like Nvidia, Microsoft, and Google, and the tech mania of the late 90s. Learn why market concentration in the S&P ... Show More
11m 26s
Nov 2025
DoubleLine Is Ringing Alarm Bells on the AI Debt Funding Bonanza
Credit investors should be careful about participating in the artificial intelligence boom, according to DoubleLine Capital. “You have to be not only cautious about the tech sector, but the tangential related sectors that are providing support for these new projects,” Robert Cohe ... Show More
45m 22s