We are in an 'everything bubble'—a byproduct of COVID-era monetary and fiscal policy—particularly in AI and crypto valuations, where hundreds of billions are being spent on AI and data centers despite little return on investment (even Microsoft is laying people off), so these valuations are liable to change drastically in a short period when the problem surfaces.
factualpending
Speaker
Bill FleckensteinEvidence Quote
“in in in in things related to AI and the valuations of these companies um yes I think it's it's a bubble... none of the businesses that are producing AI oriented solutions are getting any return on their investment.”
Source
Bill Fleckenstein: We've Gone Past The Point Of No Return, Only An Epic Crisis Can Fix— The Julia La Roche ShowCreated: 6/18/2026, 1:58:45 PM
My Notes
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