Markets keep climbing as if nothing can go wrong. While oil prices remain volatile, global yields surge, economic data weakens and recession risks build beneath the surface, investors are once again chasing the AI dream. Reports that SpaceX, OpenAI and Anthropic are preparing massive IPOs have reignited the speculative frenzy, even as market breadth deteriorates and companies outside tech struggle with rising costs and weaker demand.
But markets appear increasingly detached from economic reality, AI hype, and spending are masking mounting macro risks, raising questions about what could happen once the euphoria fades and reality catches up.
Watch the full episode to find out more!
Intro1:04 Market recap
3:07 Oil risks
6:02 Widening market breadth
7:01 Mega Tech IPOs!

















