Economy Crashing, AI Bubble Cracking (Monthly Recap #1) #investing #stocks #economy episode artwork

EPISODE · Nov 15, 2025 · 11 MIN

Economy Crashing, AI Bubble Cracking (Monthly Recap #1) #investing #stocks #economy

from Invest Smart, Not Hard | Podcast with Nico de Bony (OPTI Strategies) · host optistrategies

📖 Read the full blog post (Monthly Recap #1) for all the details: https://www.optistrategies.com/post/a-pivotal-six-weeks-for-the-economy-financial-markets-and-the-ai-bubble 📩 *Get the Next Monthly Recap First* (as well as notifications for new video/blog market alerts). Join my free mailing list: https://www.optistrategies.com/blog ➡️ *CHAPTERS / TIMESTAMPS* 0:00 Introduction: My New "Signal, not Noise" Content Strategy 1:17 The "Pivotal Turning Point" (Economy & Market) 1:50 The Real Economy: Worse than 2009/2020? 2:23 The "Lehman Brothers" Warning (Similarities to 2007-08) 2:58 Signal 1: The AI Bubble Cracks ("Enron 2.0") 4:37 Signal 2: The Stock Market Top (My -10% to -20% Base Case) 5:17 Signal 3: Gold & Silver (A Healthy Pullback) 6:13 Signal 4: Bitcoin (Why the Bull Run Isn't Over) 7:15 The "Perfect Storm": What to Expect Next 8:24 What I'm Watching: Key Catalysts 8:24 Nvidia Earnings & Options Expiration 8:56 Banking Liquidity Crisis 9:24 - The Tariff "Wildcard" 9:58 Canada: BoC, GDP (Recession?), & Budget Vote 10:46 How to Get the Full Analysis (Free Mailing List) 👉 Ready to build your own process? Book a FREE, no-pressure strategy call: https://www.optistrategies.com/ *Disclaimer* The information presented is provided for informational purposes only and does not in any way constitute investment advice, a recommendation, or an inducement to buy, sell, or hold financial assets. The opinions expressed are general in nature and do not take into account the financial situation, objectives, or specific needs of any individual. Before making investment decisions, it is recommended to consult a financial advisor accredited by the financial market’s authority for personalized advice. Investing involves risks, including the risk of capital loss.

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