EPISODE · Oct 30, 2025 · 20 MIN
We're Back to 1997/98?
from Global Macro Update
Everyone is wondering if we're in another tech bubble. There's a mad rush to invest in AI, and tech companies are breaking valuation records, with Nvidia leading the charge. My friend Jared Dillian believes we're back in 1997/98. Hear why on today's episode.
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This episode was published on October 30, 2025.
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