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Noël: You cannot avoid AI, but its concentration makes markets fragile
Youtube·2025-10-06 19:30

All right. Um, let's talk about what's going on overseas right now very quickly. Some of the turmoil economic or excuse me, politically overseas in France really weighing on the international markets.Why do you think we're seeing an everything rally here in the US while we're also having some of our own political turmoil. >> Well, I think Europe is a little bit different than in US. You know, there have got um um lack of productivity.We, you know, lag against growth catalyst. There is a very fragmented mark ...