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Am I a Deepfake Now?
Bond Yields, AI Deepfakes, and Why Investors Need to Stay Vigilant
In this episode of The Market Enthusiast, Noah Brooks and Chris Needs break down a turbulent third quarter that saw small caps stumble, bond yields surge to multi-decade highs, and large-cap tech regain leadership. The duo explores what's driving interest rates higher, why Treasury Secretary Scott Bessant's efforts to push yields lower fell flat, and whether rising borrowing costs could eventually slow economic momentum.
The conversation also dives into the state of the AI trade, including concerns surrounding OpenAI's…
The skinny
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