EPISODE · Nov 21, 2025 · 39 MIN
Will OpenAI be the Yahoo! of the AI Era?
from Global Macro Update
While the Fear and Greed Index just hit "Extreme Fear" territory, Spectra Markets president Brent Donnelly says we're in more of a rotation than a panic. Brent and I talk about the AI trade—why Meta's earnings marked a shift, whether OpenAI's $500 billion valuation is defensible, and why 65% of respondents would short it. Plus, why Buffett just bet on Google.
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Will OpenAI be the Yahoo! of the AI Era?
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