Is AI a bubble—and if it pops, could the fallout be bigger than past tech busts?In this podcast episode, we break down a simple, real-world chain reaction: an AI-led stock selloff hits household wealth, weakens consumer spending, and then runs into a tougher policy backdrop because the U.S. is carrying heavy debt and large deficits. From there, we zoom in on the part most people miss: “shadow banking” and the rise of private credit, plus stablecoins that promise dollar-like safety but can face run-style pressure when confidence breaks.You’ll learn:- What actually makes a bubble (beyond “prices went up”)- Why household market exposure can amplify a downturn- Why high debt + high interest costs limit the usual rescue playbook- How private credit and stablecoins can turn price drops into funding stress- Why the Fed may face pressure to backstop more parts of the systemNot financial advice. Educational analysis only.#aibubble #stockmarket #investing #finance #economy #macroeconomics #marketcrash #privatecredit #stablecoins #shadowbanking #federalreserve #recession— FOLLOW & LISTEN —🎧 Spotify: https://open.spotify.com/show/2KZ2NUu1MjJolN2alJltnN🛰️ RSS (all apps): https://anchor.fm/s/10881159c/podcast/rss🍎 Apple Podcasts (EN): https://anchor.fm/s/10881159c/podcast/rss🍎 Apple Podcasts (PT-BR): https://anchor.fm/s/1087502fc/podcast/rss… and everywhere podcasts are available.— SUPPORT MY WORK —⭐ PATREON: https://patreon.com/ExplainItToMe_⭐ Buy me a Coffee: https://buymeacoffee.com/explainittome_— STAY CONNECTED —✅ Subscribe to the channel🔔 Turn on notifications💬 Drop your questions for the next episode