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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?…
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