A Consumer Canary In The Coal Mine… And An AI Bubble Warning 03/25/25
Mar 25, 2025•44 min
Episode description
Shares of Walmart get hit as consumer confidence comes in at its lowest level in 12 years. Is the retail giant a canary in the coal mine for a potential recession? Plus One Chinese tech executive sounding the AI alarm. The bubble he sees forming, and why one top tech analyst still sees plenty of runway in an AI powered bull market.