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Ryan Grim and Emily Jashinsky discuss Drop Site’s interview with Professor Jeffrey Sachs, including his argument that America’s “geopolitical bubble” is fueling a financial bubble that will eventually end in a major market correction. Watch the full interview in uber post below.

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Drop Site

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29,163 просмотров • 4 дней назад •via X (Twitter)

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🎥 “I think we’re going to have a major financial correction as the geopolitical bubble also bursts.” Dr. Jeffrey Sachs tells Ryan Grim and Murtaza Hussain that belief in enduring U.S. dominance is inflating expectations for American stocks, particularly the biggest tech companies. He argues that investors are overlooking competition from cheaper Chinese AI models, weakening demand for U.S. Treasury debt, and a shift of capital toward Asia. Sachs predicts we’ll look back on today’s stock market boom as we do the dot-com bubble and 2008, asking: “What were they thinking?” 🔗 Watch the full interview on YouTube at the link below.
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🎥 “I think we’re going to have a major financial correction as the geopolitical bubble also bursts.” Dr. Jeffrey Sachs tells Ryan Grim and Murtaza Hussain that belief in enduring U.S. dominance is inflating expectations for American stocks, particularly the biggest tech companies. He argues that investors are overlooking competition from cheaper Chinese AI models, weakening demand for U.S. Treasury debt, and a shift of capital toward Asia. Sachs predicts we’ll look back on today’s stock market boom as we do the dot-com bubble and 2008, asking: “What were they thinking?” 🔗 Watch the full interview on YouTube at the link below.

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If the AI bubble bursts will it cause a recession? With a booming stock market and enormous IPOs, artificial intelligence is transforming financial markets. The Economist’s top economics and markets experts discuss whether it could all end in a global crisis:
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If the AI bubble bursts will it cause a recession? With a booming stock market and enormous IPOs, artificial intelligence is transforming financial markets. The Economist’s top economics and markets experts discuss whether it could all end in a global crisis:

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Ryan Grim breaks down new Drop Site reporting with Maz Hussain revealing Jeffrey Epstein personally helped Alan Dershowitz mount the smear campaign against John Mearsheimer and Stephen Walt’s 2006 paper “The Israel Lobby and U.S. Foreign Policy” — while the duo simultaneously worked to discredit a 16-year-old who had accused Epstein of abuse. Ryan Grim | Emily Jashinsky Full story in reply.
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Ryan Grim breaks down new Drop Site reporting with Maz Hussain revealing Jeffrey Epstein personally helped Alan Dershowitz mount the smear campaign against John Mearsheimer and Stephen Walt’s 2006 paper “The Israel Lobby and U.S. Foreign Policy” — while the duo simultaneously worked to discredit a 16-year-old who had accused Epstein of abuse. Ryan Grim | Emily Jashinsky Full story in reply.

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🇺🇸 House Speaker Mike Johnson snapped at CNN after being confronted over his repeated predictions that the Iran war would end quickly and cause only a “temporary blip” in gas prices. Breaking Points’ Ryan Grim called Johnson’s response “such an impressive assertion of powerlessness” that he “thought that was a Democrat for a second.” Ryan Grim | Emily Jashinsky | Breaking Points
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🇺🇸 House Speaker Mike Johnson snapped at CNN after being confronted over his repeated predictions that the Iran war would end quickly and cause only a “temporary blip” in gas prices. Breaking Points’ Ryan Grim called Johnson’s response “such an impressive assertion of powerlessness” that he “thought that was a Democrat for a second.” Ryan Grim | Emily Jashinsky | Breaking Points

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🎥 WATCH | Breaking Points breaks down a dramatic Saudi–UAE rupture now spilling across the region, from the sudden collapse of the STC in Yemen to widening instability in the Horn of Africa, including the war in Sudan. A major power shift could be underway with huge stakes. Ryan Grim | Emily Jashinsky
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🎥 WATCH | Breaking Points breaks down a dramatic Saudi–UAE rupture now spilling across the region, from the sudden collapse of the STC in Yemen to widening instability in the Horn of Africa, including the war in Sudan. A major power shift could be underway with huge stakes. Ryan Grim | Emily Jashinsky

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🚘 Professor Jeffrey Sachs joined Drop Site’s Ryan Grim and Murtaza Hussain after traveling 15,000 kilometers from Rome to Hong Kong in a Chinese electric vehicle this summer to tell us what he learned. He said he encountered modern, middle-class societies across Asia, with roadside shopping malls “indistinguishable from what you would see in Cincinnati or Pittsburgh or upstate New York,” and infrastructure often newer than America’s. In our full interview, now live on YouTube, Sachs argues that Washington mistook American dominance, born from two world wars, protected shores and an influx of scientific talent, for a permanent and natural order. That delusion, he says, led the U.S. to assume it could maintain primacy over Eurasia, home to 70% of humanity, despite America accounting for just 4.2%. 🔗 Watch on YouTube at link below.
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🚘 Professor Jeffrey Sachs joined Drop Site’s Ryan Grim and Murtaza Hussain after traveling 15,000 kilometers from Rome to Hong Kong in a Chinese electric vehicle this summer to tell us what he learned. He said he encountered modern, middle-class societies across Asia, with roadside shopping malls “indistinguishable from what you would see in Cincinnati or Pittsburgh or upstate New York,” and infrastructure often newer than America’s. In our full interview, now live on YouTube, Sachs argues that Washington mistook American dominance, born from two world wars, protected shores and an influx of scientific talent, for a permanent and natural order. That delusion, he says, led the U.S. to assume it could maintain primacy over Eurasia, home to 70% of humanity, despite America accounting for just 4.2%. 🔗 Watch on YouTube at link below.

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Drop Site’s Julian Andreone spoke with Jennifer Welch of the I’ve Had It podcast about the conflation of criticism of Israel with antisemitism, his Christian and Jewish upbringing, and Drop Site’s Gaza reporting. Watch the full interview at the link in reply. Julian Andreone | Drop Site
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Drop Site’s Julian Andreone spoke with Jennifer Welch of the I’ve Had It podcast about the conflation of criticism of Israel with antisemitism, his Christian and Jewish upbringing, and Drop Site’s Gaza reporting. Watch the full interview at the link in reply. Julian Andreone | Drop Site

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The AI bubble argument has the causality backwards. Cerebras CEO Andrew Feldman was in the 1990s fiber optic wave. He knows what a bubble looks like. In fiber, supply was built ahead of demand - companies bet on a future that hadn't arrived. AI infrastructure is the opposite: data centers can't be built fast enough to meet demand that is already here. Cerebras has $25B in backlog. NVIDIA has a backlog. AMD has a backlog. That is not a bubble. That is a queue. If you are short AI infrastructure on bubble thesis, Feldman's framing is the counter-argument you need to engage with. Feldman's full structural argument - including the fiber optic and railroad comparisons:
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The AI bubble argument has the causality backwards. Cerebras CEO Andrew Feldman was in the 1990s fiber optic wave. He knows what a bubble looks like. In fiber, supply was built ahead of demand - companies bet on a future that hadn't arrived. AI infrastructure is the opposite: data centers can't be built fast enough to meet demand that is already here. Cerebras has $25B in backlog. NVIDIA has a backlog. AMD has a backlog. That is not a bubble. That is a queue. If you are short AI infrastructure on bubble thesis, Feldman's framing is the counter-argument you need to engage with. Feldman's full structural argument - including the fiber optic and railroad comparisons:

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🎥 “Iran warned for weeks that Lebanon was a red line.” Jeremy Scahill opened Drop Site’s livestream with a rundown of the latest developments in U.S.-Iran negotiations, Israel’s escalating attacks on Lebanon, and Iran’s retaliatory missile strikes on Israel. Ryan Grim added that Trump is facing growing pressure beyond the battlefield. Major financial institutions had bet the Strait of Hormuz crisis would be resolved by June, while Trump is also heading into the World Cup and the kickoff of his planned America 250 celebrations. “If their analysis falls apart,” Grim said of market expectations, “part of the structure of this kind of fantastic market that we’ve had starts to crumble.” jeremy scahill | Ryan Grim
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🎥 Georgia State Representative Ruwa Romman explains why figures like Tucker Carlson and Marjorie Taylor Greene are gaining traction with some audiences on Gaza — and argues Democratic leaders have failed to forcefully confront anti-Muslim rhetoric. Romman joined Drop Site’s Ryan Grim to discuss the online backlash surrounding Alexandria Ocasio-Cortez, the debate over praising MTG on Gaza, and why she believes Democrats are losing ground in the fight over media, messaging and Palestine. 🔗 Watch the full interview on Drop Site’s YouTube channel below.

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Stephen A. Smith liked an Instagram clip of Jeffrey Sachs arguing that America’s regime change policy in the Middle East is puppeteered by Israel. Follow: AF Post
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Stephen A. Smith liked an Instagram clip of Jeffrey Sachs arguing that America’s regime change policy in the Middle East is puppeteered by Israel. Follow: AF Post

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