Closing Bell Closing Bell Overtime: Markets, AI, and Year-End Plays 11/17/25
Nov 17, 2025
Mike Santoli, a seasoned markets commentator, unpacks critical insights on the current bond market signaling and its implications for investors. He discusses the potential stress points in private credit and highlights the volatility surrounding AI investments. The conversation also covers the housing market trends with Dallas Tanner, CEO of Invitation Homes, who shares thoughts on lease renewals and affordability. Tune in for a deep dive into how AI is reshaping market dynamics and what to watch as year-end approaches!
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Bitcoin Death Cross Signals Further Downside Risk
- Bitcoin plunged ~30% from its high and triggered a death cross, signaling bearish momentum.
- Mackenzie Sigalos links heavy ETF outflows and unwind of crypto-treasury strategies to the current sell-off.
Next Apple CEO Needs Hardware + AI Software Skills
- Apple's next CEO will need strong hardware and deeper software (AI) skills to drive a new hardware cycle.
- Ben Bajarin expects successors to focus on AI-centered hardware like wearables and AR evolution.
Private Credit Shows Early Strains
- Private credit and alternative asset managers face skepticism after specific fund strains and bankruptcy filings.
- Mike Santoli notes markets are pricing model risk in private asset collection and deployment.