# Casino Attached to a Church: Michael Santoli on Speculation, the AI Boom, and Echoes of 2021 and 1999 Page: https://stenobird.com/podcast/the-world-according-to-boyar-1138595/casino-attached-to-a-church-michael-santoli-on-speculation-the-ai-boom-and-echoes-of-2021-and-1999 Text version: https://stenobird.com/podcast/the-world-according-to-boyar-1138595/casino-attached-to-a-church-michael-santoli-on-speculation-the-ai-boom-and-echoes-of-2021-and-1999.md Podcast: [The World According to Boyar](https://stenobird.com/podcast/the-world-according-to-boyar-1138595) Published: 2026-06-18T09:00:00+00:00 Episode link: https://www.buzzsprout.com/726525/episodes/19360858-casino-attached-to-a-church-michael-santoli-on-speculation-the-ai-boom-and-echoes-of-2021-and-1999.mp3 Audio file: https://www.buzzsprout.com/726525/episodes/19360858-casino-attached-to-a-church-michael-santoli-on-speculation-the-ai-boom-and-echoes-of-2021-and-1999.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-world-according-to-boyar-1138595/episodes/casino-attached-to-a-church-michael-santoli-on-speculation-the-ai-boom-and-echoes-of-2021-and-1999 Duration seconds: 2345 ## Resource CNBC’s Senior Markets Commentator—and the show’s first-ever repeat guest—on short selling, AI spending, market concentration, and why the bar is high for what’s been working to keep working. Episode Overview In this episode of The World According to Boyar, Jonathan Boyar welcomes back CNBC Senior Markets Commentator Michael Santoli—the first repeat guest in the show’s history, following his December 2020 appearance in the thick of COVID. Drawing on more than three decades covering Wall Stre... ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-world-according-to-boyar-1138595/episodes/casino-attached-to-a-church-michael-santoli-on-speculation-the-ai-boom-and-echoes-of-2021-and-1999/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-world-according-to-boyar-1138595/casino-attached-to-a-church-michael-santoli-on-speculation-the-ai-boom-and-echoes-of-2021-and-1999.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.