| The CNN Fear and Greed Index hit extreme fear territory this week. Yet when Brent Donnelly surveyed investors, he found something different: a market repricing risk rather than fleeing from it entirely. Brent runs Spectra Markets and remains one of the sharpest currency traders I know. His survey revealed that zero-revenue AI plays and debt-heavy infrastructure names are getting hammered while companies with actual cash flows hold up better. The pivot point came in late October with Meta's earnings. Brent's survey found that 65% of respondents would rather short OpenAI at a $500 billion valuation than go long on a three-year horizon. Most believe AI is a bubble, but they don't think it's topped yet. We also discuss what happens when OpenAI's $20/month subscription model can't support its capital requirements, why the search engine wars of 1998-2003 matter today, what trading currencies during a government shutdown looks like, and more. Learn more about Brent Donnelly here: https://www.spectramarkets.com Sign up for Ed D’Agostino’s free newsletter here: https://tinyurl.com/crc9e7cm Follow Ed D’Agostino on LinkedIn: https://www.linkedin.com/in/ed-d-agostino-415475296/ Follow Ed D’Agostino on X (Twitter): https://www.x.com/EdDAgostino Timestamps: 00:00 – Introduction 01:03 – Bearish v. bullish on AI 07:56 – AI’s endgame 16:17 – Why Buffett invested in Google 24:45 – The Economist indictor 31:39 – Currency trading through the shutdown |
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