AI Bubble Popping Or A Boring Pullback?
from The Macro Trading Floor Hosted by Alfonso Peccatiello & Brent Donnelly
Alf and Brent are back on the show to discuss the recent price action in AI stocks which is also heavily impacting the bond market. Is the AI bubble popping? Are credit fears to be taken seriously, such that the asset allocation has to change? Or is this just a boring pullback like the many others we saw along the way in the AI trade?
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This episode is 30 minutes long.
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This episode was published on October 16, 2026.
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