Altman warns of an AI bubble—should you worry?

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Commodities, Investments, Economics, Trading, News, Stocks, Oil, Uranium, Business News, Crypto, Investing, Crisis, Business, Gold, Industry, Debt, Macroeconomics, Talk, Research, Personal, Geopolitics, Curzio, Finance, Tokens

4.6 • 1.1K Ratings

🗓️ 20 August 2025

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

Is Altman right about an AI bubble? … Plus, Powell at Jackson Hole… Alphabet (GOOG) and Amazon's (AMZN) latest power deals… Why Target (TGT) is selling off... The government's Intel (INTC) deal... And SPACs are back. In this episode: The PGA Tour: Scheffler's odds are laughable [0:39] Sam Altman says AI is in a bubble—is he right? [3:30] Powell at Jackson Hole: What to expect from the Fed Chair [11:40] Why Google is scaling up its stake in this highly shorted stock [15:05] Amazon's FLEX deal: What are cashless warrants? [21:30] Why Wall Street is punishing Target's executive move [27:55] The government's stake in Intel: Good for taxpayers or slippery slope? [33:50] SPACs are back—will retail investors get screwed again? [47:33] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Transcript

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0:00.0	Wall Street Unplug looks beyond the regular headlines,
0:05.1	heard on mainstream financial media,
0:07.0	to bring you unscripted interviews and breaking commentary
0:09.8	direct from Wall Street, right to you on Mainstream.
0:15.9	What's going on out there? It's August 20th.
0:18.6	I'm Frank Curris. It's the Wall Street Club Podcast.
0:20.0	Why I break down the headlines. And... I'll tell you what's really moving these markets. Daniel Kreech, senior everything, analysts, whatever, good-looking guy. Always bring him in on the Wednesday podcast now. What's going on? Go on, Frank.
0:38.0	Everything's great, sir.
0:39.0	I know.
0:39.2	I should keep going on.
0:40.0	Well, you boy, Scotty, Schaeffler kicked ass down four strokes in the last round. What do you mean? What's the guy's name, McGuire? He's good, too. But yeah, he just, you know, he won. And now going in, there's one more event for FedEx.
0:35.6	And I know they switched it up because they used to start where he was just giving strokes.
0:39.8	And it was a waste because, you know, you're giving like four strokes to the number one guy every year, no matter who it is. So they said, let's not do that. Everyone start from scratch. He's still so far ahead on points. but the odds of him winning this, I think of the greatest odds that you've seen
0:54.1	on a golfer in history,
0:55.5	even more than Tiger.
0:57.2	It's, head-on points, but the odds of him winning this, I think of the greatest odds that you've
1:11.1	seen on a golfer in history, even more than Tiger.
1:11.1	It's, what is it, plus 160? The next one is plus 850, which is McElroy. Who do you got for the FedEx? Is it that hard? I mean, there's 40% of the bets already went on him at those odds. Yeah. this will be another case I I think, where whatever betting site, they just have to take him off.
1:29.3	It's like, hey, who's going to get second?
1:25.3	Mathematically, I don't know, I mean, if he gets dead last, maybe, I just don't know how, hell he's 3,700 points ahead. I just don't know how he doesn't win. I mean, he could lose. But this is like when Michael Jordan played in the NBA.
1:27.1	It doesn't matter who they give the MVP to.
1:28.6	Michael Jordan was the MVP here.
	...

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