Markets are brushing off a U.S. government shutdown - but how long can they ignore the risks?

OpenAI’s $500 billion valuation, record gold prices, and Bitcoin at $120K all raise new questions about bubbles, belief, and safe havens.

Michelle Martin and Simon Ree unpack whether this is Dot-Com 2.0 or durable growth.

They explore George Soros’ bubble logic, the Fed’s data blackout, and how investors can spot real earnings in the AI frenzy.

Expect talk of OpenAI, Tesla, JPMorgan, Goldman Sachs, Delta, and Bitcoin as Q3 earnings season kicks off.

Hosted by Michelle Martin.