What Could Burst The AI Bubble? | Dalio & Buffett

The John Johnston Lounge · Jun 30, 2026 · 15m

John Johnston (JJ) breaks down what prominent investor Ray Dalio recently said about the AI bubble, and what he thinks could burst that market bubble. We also look at what legendary investor Warren Buffett said about why he sold Taiwan Semiconductor stock, and how that relates to the AI bubble. Related episodes:AI Bubble & SpaceX: What Could Happen in A Bust? | Grantham & Buffett https://open.spotify.com/episode/48X5eRowgV9GCTCnwabg5OSpaceX & AI: “Bigger Than The Dot Com Bubble” | Jim Chanos https://open.spotify.com/episode/0hywOjJLjvIs53nOXHQorlDangerous AI Bubble: Retail Investors Are Being…