In the debut episode of Markets Unscripted, Matt Caruso and Jason Shapiro go straight at the dominant narrative: is AI a bubble or not?

They break down Berkshire’s surprise move into Google, the recent AI-driven weakness, what Bitcoin and crypto are really saying about liquidity, and why Palantir’s reaction to great earnings was a classic “bad tape” tell.

From there, they zoom out to the bigger lesson:

• Why the market is a casino if you don’t know how to “count cards”

• How liquidity, sentiment, and positioning actually interact

• Why most traders lose by treating opinions as edge, instead of letting the tape and process lead

• What Matt’s watching next (CRS, ATI, AI leaders) and what Jason is watching in crypto, Japan, and liquidity

If you’ve ever felt caught between “AI bubble” headlines and your P&L, this episode will help you reset: focus less on the narrative, and more on the odds.