Financial Friday! The AI Bubble, the Fed, and Starbucks Buying Chipotle The News According to Me! EP1258 Text The Show!

 
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Financial Friday, recorded live from Washington DC with a cup of watered-down Chick-fil-A sweet tea and no chai. The host puts four questions to the AI panel: whether OpenAI's revenue gap and Broadcom's debt for Anthropic are a crack in the AI financing bubble, whether the Fed is stalling on rates for political reasons, what a Starbucks-Chipotle merger says about tapped-out consumers, and whether restrictive rates can beat a 1970s-style oil shock. Fair warning: the panel's audio didn't make it onto the live feed, so most of what you hear is the host's own take and his reactions to answers you can't hear.

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