Scuttlebutt Summaries

Mohamed El-Erian: Why the Worst of Inflation Is Behind Us, and When the AI Overbuild Arrives | CNBC

El-Erian argues the inflation fight is essentially won, explains why messy geopolitical news and calm markets are an unstable combination rather than a…

Jul 20 • The Scuttlebutt

Jeremy Grantham: The Biggest Bubble in American History, Why Advisors Never Warn You, and the Sperm Count Data | The Diary Of A CEO

The investor who called the 2000 and 2008 tops sits down to explain why AI being genuinely world-changing is exactly what makes it a bubble, what he’d…

Jun 25 • The Scuttlebutt

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