Cracks in the AI Trade: China Heats Up the Competition, Says Peter Boockvar (Preview)

19/11/2025

Financial Sense Newshour

0:00

2:33

Nov 18, 2025 – Cracks are showing in the AI trade, warns Peter Boockvar. As US tech giants spend up to 50% of revenue on AI, Wall Street grows wary. With China releasing open-source models, Boockvar favors commodities and gold over big tech amid rising uncertainty.

Altri episodi di "Financial Sense Newshour"

Cracks in the AI Trade: China Heats Up the Competition, Says Peter Boockvar (Preview)
12 ore fa
2:33
Nov 18, 2025 – Cracks are showing in the AI trade, warns Peter Boockvar. As US tech giants spend up to 50% of revenue on AI, Wall Street grows wary. With China releasing open-source models, Boockvar favors commodities and gold over big tech amid rising uncertainty.
Year-End Tax Strategies with Chris Hennessey: What to Know Before 2026
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26:33
Nov 14, 2025 – Chris Hennessey shares tips on maximizing deductions, managing SALT limits, and estate planning essentials before 2026 tax law changes. Don’t miss his expert advice for investors and high earners...
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Greg Weldon on Tech Wobbles, Gold’s Shine, and the New Market Reality
15/11/2025
44:36
Nov 14, 2025 – Are the days of tech dominance numbered? In this wide-ranging discussion, Jim Puplava and Greg Weldon warn that the so-called Mag 7 tech stocks are faltering, jeopardizing narrow market leadership and exposing investors to...
Mish Schneider: How AI, Rate Cuts, and Commodities Are Shaping the Market
14/11/2025
27:29
Nov 14, 2025 – Are the Magnificent 7 tech stocks losing their crown? In this timely interview, Jim Puplava sits down with Market Gauge's Mish Schneider to decode the major rotations shaking the markets...
Liquidity Pressures Mount, Fed Intervention Likely in Coming Months
14/11/2025
23:55
Nov 14, 2025 – Amid mounting concerns about market liquidity, Financial Sense’s Chris Puplava explains why the Federal Reserve may soon intervene to stabilize short-term funding. As the Fed shrinks its balance sheet, reserves risk falling from “ample” to...
China Just Launched the Robotic Revolution; Humanoids Will Be Bigger Than ChatGPT, Says Nick Pardini (Preview)
13/11/2025
3:10
Nov 13, 2025 – Robots are leaving the realm of science fiction and entering our homes, transforming everyday life. Today, on FS Insider, Cris Sheridan interviews Nick Pardini about the rapid advancements in autonomous robotics and...
What’s Next for Home Prices? Dr. Selma Hepp on Market Trends and 50-Year Mortgages (Preview)
11/11/2025
2:38
Nov 11, 2025 – Curious about the future of U.S. housing? Dr. Selma Hepp, Chief Economist at Cotality, dissects the latest data and forecasts for the U.S. housing market. Dr. Hepp notes a continued slowdown in home price appreciation...
Red, Blue, and You: How Light Influences Sleep and Metabolism
11/11/2025
31:52
Nov 10, 2025 – Struggling with sleep? Discover how the lighting in your home might be subtly impacting your health in this enlightening discussion between Dr. Mike Haga and Jim Puplava, as they delve into the latest research on light spectrum and intensity...
Marc Chandler on Dollar Correction, Gold Revaluation, and Currency Outlook
8/11/2025
19:05
Nov 7, 2025 – Financial Sense welcomes Marc Chandler, chief strategist at Bannockburn Capital Markets, to discuss the outlook for the US dollar, why a gold revaluation to market prices makes sense, and his broader outlook for...
Jim Welsh on AI Correction, Government Shutdown, and Downside Risks
7/11/2025
28:20
Nov 7, 2025 – AI and market concentration are reshaping Wall Street—and investors should beware. Financial Sense Newshour's Jim Puplava and Jim Welsh at Macro Tides dissect the recent pullback in major indexes, the outsized influence of...

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Cracks in the AI Trade: China Heats Up the Competition, Says Peter Boockvar (Preview)

Financial Sense Newshour

Altri episodi di "Financial Sense Newshour"

Cracks in the AI Trade: China Heats Up the Competition, Says Peter Boockvar (Preview)

Year-End Tax Strategies with Chris Hennessey: What to Know Before 2026

Greg Weldon on Tech Wobbles, Gold’s Shine, and the New Market Reality

Mish Schneider: How AI, Rate Cuts, and Commodities Are Shaping the Market

Liquidity Pressures Mount, Fed Intervention Likely in Coming Months

China Just Launched the Robotic Revolution; Humanoids Will Be Bigger Than ChatGPT, Says Nick Pardini (Preview)

What’s Next for Home Prices? Dr. Selma Hepp on Market Trends and 50-Year Mortgages (Preview)

Red, Blue, and You: How Light Influences Sleep and Metabolism

Marc Chandler on Dollar Correction, Gold Revaluation, and Currency Outlook

Jim Welsh on AI Correction, Government Shutdown, and Downside Risks