Back to episode — Episode 3003 CWSA 10/29/25
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the feature voice. If you haven't seen Akira the Dawn's work, it's really fascinating. People love it. What he does is he takes people like me who have said things in public that are interesting and then he uses that as the lyrics. I don't want to call it lyrics because it's me talking and not singing, but he'll sample things that I said from the podcast, put it to music, give it a video element a…
← Previous segment →pes are in his catalog, but check it out. Just look for Akira the Dawn, spelled A K I R A the Dawn. You'll find it on X. I'm sure it's on YouTube too, but look for it on X.
We're expecting an interest rate cut today, maybe a quarter of a point. Stock market is already responding to that and the fact that Trump seems to be having success in his Asian trip. Maybe there'll be something with China coming up. We'll talk about that in a minute. But in the short run, everything seems to be set up for higher stocks and the Fed probably will give us a quarter point and maybe some extra cuts later. We're all looking optimistic about this.
But how much of that stock market rise is spread across all of the stocks and how much of it is an AI bubble? Well, Nvidia is tapping on the door of being worth five trillion. Just one company, Nvidia. Five trillio
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n. Now, does that sound like a bubble to you? I don't know what else that could be. If that's not a bubble, I've never seen a bubble in my life. I've seen a lot of bubbles. There's no way in the world that's worth five trillion dollars. Because it's not like they have no competition or that they'll never have competition or that we'll never find out that maybe there was some other way to do this c…
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