Program and guest
CNBC Television’s Power Lunch (approximately 4 minutes and 47 seconds), with guest Ed Yardeni, president of Yardeni Research, in conversation with Ari Wald of Oppenheimer. This article presents Yardeni’s full interview.
Key points
(The following paraphrases the guest’s intended meaning; the timestamp links point to the corresponding moments in the original video.)
- Anthropic’s IPO is a key test of investors’ appetite for AI. (https://www.youtube.com/watch?v=LKH0x2HPJkQ&t=4s）
- Air is coming out of the AI bubble. (https://www.youtube.com/watch?v=LKH0x2HPJkQ&t=137s）
- This is the best solution to concerns about a bubble: deflation without a burst. (https://www.youtube.com/watch?v=LKH0x2HPJkQ&t=142s）
- The bond market will play a role by regulating the supply of funding for AI trades. (https://www.youtube.com/watch?v=LKH0x2HPJkQ&t=147s）
Background and notes
Subtitles cover the full video (approximately 4 minutes and 47 seconds); this article presents Yardeni’s full interview.