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I saw the headlines this morning. Yanis Varoufakis, the former Greek Finance Minister, says classical capitalism is dead and AI is a bubble. My first thought? He's probably right. My second thought? Who cares. For guys like him, a bubble is a sign of systemic risk. For me, a bubble is a five-lane highway for volatility, and that's where I make my l...

By Macroeconomics & Tech Strategy Team | Last Updated: February 19, 2026