A.I. Boom Turning Into A.I. Bust? | Jesse Felder
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Today's guest has been warning for a good while now that the current bull market is stocks is in its final innings.
In fact, he think the AI boom may be -- right now -- in the process of metastacizing into the AI bust.
It's not all gloom for investors, though. He's quite bullish on commodities -- and the stocks of the companies that produce them -- which he sees as set to experience a multi-year boom.
For a full update on his outlook, we welcome back to the program macro analyst Jesse Felder, founder & Editor of the respected market research firm: The Felder Report.
Follow Jesse at http://thefelderreport.com/
#aistocks #marketcorrection #commodities
0:00 –Jesse’s Current Market Assessment: Prolonged Topping Process
1:34 – The AI Boom Turning into a Potential Bust
2:30 – Earnings Growth Illusion & Accounting Timing Issues
3:35 – Data Center Delays & Cancellations Reality Check
4:50 – Why Analyst Estimates Are Unrealistic
5:21 – Emerging Stagflation Risks (NFIB Survey)
6:33 – The Perfect Storm: AI Bubble + Macro Risks
6:54 – What Would Change Jesse’s Bearish View?
8:28 – The Physics of Data Center Buildouts
9:29 – Political & NIMBY Pushback Against Data Centers
11:51 – Demand Destruction: Token Pricing & Cooling AI Hype
13:36 – Shift to On-Device AI Reducing Data Center Needs
15:27 – Historical Parallels to Tech Rollouts & Busts
18:17 – Likely Catalysts for the AI Bust
20:59 – First Data Center Project Cancellations
21:52 – From Magnificent Seven to “Maleficent Seven”
26:24 – Economic Impact if the AI Bubble Bursts
31:08 – Bullish Case for Commodities & Real Assets
33:01 – Why Energy Sector Looks Especially Attractive
36:15 – Oil Price Outlook ($150/barrel Potential)
38:52 – Fed Policy, Inflation & Rising Interest Rates
46:39 – Portfolio Positioning & Diversification Advice
48:52 – Energy vs Precious Metals in the Near Term
53:34 – Parting Advice: Prepare, Don’t Panic
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