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Market Rally, AI Job Fears, and the Truth About “Safe Haven” Assets
Markets are rallying—but risks are still building beneath the surface.
Mike and Marc break down a cooling job market, rising concerns about AI replacing jobs, and why traditional “safe havens” like bonds aren’t behaving as expected.
Also covered:
What new labor data signals about hiring and wage growth
Why AI fears may be overblown—but still matter
The hidden risks in the bond market
Crypto and private credit entering 401(k)s
Why more Americans are underwater on car loans
The skinny
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