AI Bubble vs. Dot-Com Crash, Apple’s Rivalry with Meta, and the Rise of Risky New Loans | Ricker and Bon #397

Join us as we break down tech and finance’s hottest topics. First, we dive into the AI bubble vs. the internet bubble—is today’s AI boom headed for a similar fate? Next, we explore Apple’s dominance as Meta challenges its standing with new AR/VR innovations. Lastly, we tackle Wall Street’s latest financial tool: Potentially risky asset-backed loans (ABS) and synthetic risk transfers (SRTs). We’ll unpack the benefits, risks, and market shifts these instruments could bring. Tune in to understand what’s hype, what’s risky, and what’s here to stay.

• Evaluating generative AI’s explosive growth and the risks it mirrors from the dot-com era.
• Is Apple’s grip on AR/VR slipping as Meta pushes new tech?
• Potentially Risky New Loans (ABS, SRTs): Understanding how banks offload risks through asset-backed securities and synthetic risk transfers, and what this means for investors.