Sense Receptor(@SenseReceptor):Former BlackRock fund manager Ed Dowd on the stock market: "If 45% of your market cap is AI and there's no profits yet, what are you investing in?" "You're investing in future hopium" "Bain... said there is no ROI, it's a bust" "the markets can continue to be irrational and go up on this, but the narrative is changing fast" This clip of Dowd (@DowdEdward), a former BlackRock fund manager and co-founder of Phinance Technologies, is taken from a discussion with Jesse Day (@jessebday) posted to the Commodity Culture YouTube channel on June 2, 2026.

2026.06.02 20:59

Former BlackRock fund manager Ed Dowd on the stock market: "If 45% of your market cap is AI and there's no profits yet, what are you investing in?" "You're investing in future hopium" "Bain... said there is no ROI, it's a bust" "the markets can continue to be irrational and go up on this, but the narrative is changing fast" This clip of Dowd (@DowdEdward), a former BlackRock fund manager and co-founder of Phinance Technologies, is taken from a discussion with Jesse Day (@jessebday) posted to the Commodity Culture YouTube channel on June 2, 2026.