Is There an A.I. "BUBBLE" in the Stock Market? Similarities with the DOT COM BUBBLE

In this video, Kelly talks about the current bull market, which is the second most disliked in history. He mentions that people are skeptical of the market going up because the previous one after the 2008 financial crisis was also met with doubt. Despite recovering from that crisis, it took five years for people to regain trust in the market. Kelly, along with other hedge funds, is cautious about the current market and has focused on conservative portfolios to protect against potential risks. He discusses the fear of missing out (FOMO) and how it can influence decision-making. Kelly also mentions the buzz around artificial intelligence (AI) and how technology stocks related to AI have seen significant gains. He draws a parallel to the technology bubble in the early 2000s, cautioning that highly regarded trends often have weaknesses and can lead to market problems if they decline rapidly.

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