Appears On
Episode Appearances
Unhedged · May 5, 2026
Are AI stocks the new railroad bonds?
“Guest discussing inflation as defining factor of financial eras and AI capex implications”
AI Capex Bubble Risk AssessmentHistorical Financial Bubbles and Busts19th Century Railroad Boom Economics
View AnalysisDaily Tech News Show · Feb 24, 2026
Citrini's Substack Post Sent the Market Into a Panic - DTNS 5212
“Financial Times columnist; noted concern that a Substack article can trigger market route”
AI Job Displacement ScenariosMarket Volatility and Investor SentimentLarge Language Model Capabilities and Limitations
View Analysis