Australian Investors Podcast cover image

PME, XRO & TLS killin' it, VDHG for life? Too late to FANG? A.I. bubbles & why Deremith is off my Christmas card list

Australian Investors Podcast

00:00

The Potential of AI as a Bubble

AI is a genuine technology. It's not some flash. So it has the potential that if people get ahead of themselves, it could be bubble like I can see that argument. John Adams came up with this idea: everything is ripe for AI to be a dot com like bubble. Like the GFC was for finance and crypto and all that. And then, like, because they are genuine technologies like CDSs and collateralized debt obligations and all that sort of stuff. They're structured loans. That's, that's a thing now. Similar to what you saw in EVs and lithium. Here's a question for it. As the founder of Intelligent Nest have brought this up last night

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app