Is Iran War The Pin That Pricks The AI Bubble?

John Johnston (JJ) breaks down the view that the Iran War could derail the AI boom or AI bubble. Part of the view, from Tej Parikh of the Financial Times, is that the whole AI chip supply chain depends on energy and chemical imports from the Middle East. Also, JJ reacts to an interview from veteran investor Jeremy Grantham, who has been a student of financial bubbles over history, and thinks the current AI boom definitely involves a huge market bubble that will burst.

Related episodes:

The AI Bust is Coming: Is A Recession Inevitable? https://open.spotify.com/episode/5LWmJYdPLOTncpm4PtzODe

Prediction: US Defeat in Iran War Will Pop AI Bubble https://open.spotify.com/episode/3IdsB0PeURDU7nyDC8BMI3

AI Bubble: Is OpenAI Cooked? Walls Are Closing In https://open.spotify.com/episode/1a4VbuQlYl84R67A0TtH2I

Referenced videos:

Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO | Capital Allocators with Ed Seides https://open.spotify.com/episode/0OBWCmoQq3Or5dmKybrbhL

AI bubble won’t survive the war in Iran much longer | Tej Parikh | The Tech Report https://youtu.be/tMiZqEbGMAM

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.