# Bond Market Warning? Nvidia, SpaceX & The Next AI Bubble Debate | Wayve Wire

Page: https://stenobird.com/podcast/the-weekly-money-clip-6866050/bond-market-warning-nvidia-spacex-the-next-ai-bubble-debate-wayve-wire
Text version: https://stenobird.com/podcast/the-weekly-money-clip-6866050/bond-market-warning-nvidia-spacex-the-next-ai-bubble-debate-wayve-wire.md
Podcast: [Biz Talk Today TV](https://stenobird.com/podcast/the-weekly-money-clip-6866050)
Published: 2026-05-23T16:36:00+00:00
Episode link: https://traffic.megaphone.fm/FPMN3861022746.mp3
Audio file: https://traffic.megaphone.fm/FPMN3861022746.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-weekly-money-clip-6866050/episodes/bond-market-warning-nvidia-spacex-the-next-ai-bubble-debate-wayve-wire
Duration seconds: 1961

## Resource

⚡ Is Wall Street ignoring dangerous warning signs from the bond market — or are we still in the early innings of the AI supercycle? On this episode of ⁠Wayve Wire⁠, host Todd M. Schoenberger is joined by Wayve Capital executives Joe Besecker (CEO) and Rhys Williams (CIO) for a high-level discussion on rising global bond yields, Nvidia’s explosive growth, the future of SpaceX, Federal Reserve uncertainty, and whether the AI-driven market rally still has room to run. 📈 While Nvidia continues to dominate headlines and AI enthusiasm fuels investor optimism, Joe and Rhys warn that the bond market may be flashing signals Wall Street isn’t fully appreciating — especially as long-term rates rise globally across the U.S., Germany, and Japan. 💥 Key topics include: • Why the bond market may be warning investors about inflation risks • Federal Reserve uncertainty & why rate cuts may not happen soon • Nvidia earnings, AI momentum & Wall Street skepticism • Could SpaceX become the next $2 trillion company? • IPO mania, retail investor enthusiasm & the next market phase • Why rising rates could pressure stock valuations • The growing risk of capital rotating from stocks into bonds • AI, semiconductors & the mainstreaming of tech investing • Regional bank mergers & the surge in M&A activity • Cybersecurity, defense & aerospace investment opportunities • Could SpaceX eventually acquire Tesla? • Why AI infrastructure may create second-order investing opportunities • Concerns about fraud and hype in private AI deals • The “Elite 8” race to $2 trillion market capitalization 🚀 Joe Besecker also explains why he remains bullish on equities despite interest-rate concerns, predicting multiple blockbuster IPOs and a continued wave of AI-driven retail investor participation. Meanwhile, Rhys…

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## Transcript

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