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Council on Foreign Relations economist Ben Steil tells Steve Eisman that the dollar's lack of alternatives masks a weakening buyer base, while the Fed and Treasury struggle to respond.
Bridgewater founder Ray Dalio argues five interlocking cycles point to a debt-driven market strain, yet insists the practical response is diversification, including 5-15% gold, since uncertainty outweighs knowledge.
20VC founder Harry Stebbings argues media is venture's new edge and category leadership justifies relentless intensity, yet concedes his $100 million friends are happier than his $1 billion ones.
Bloomberg Businessweek Daily host Alexis Christoforous and guests examine a market that has shrugged off war and $100 oil but scrutinizes whether AI and content spending will pay off.
Investor Steve Eisman argues AI's chain from Nvidia to Oracle depends on two cash-burning labs without moats, yet admits he cannot say whether this is a bubble.
Bardia, VP of sales at Granola and former Fireworks sales leader, argues AI velocity is reshaping quotas, team structure and pay, while enterprise legal reviews still slow deals.
Citadel's Ken Griffin weighs AI's disruption of white-collar work and moats against doubts over GPU economics, bubble risk, and whether corporate America can earn returns on its AI spending.