Did The Iran War Just Save The AI Bubble? | Simon Dixon Hard Talk LIVE

0 Ogledi

  • Hvala! Deli ga s svojimi prijatelji!

    Ta videoposnetek vam ni bil všeč. Hvala za povratne informacije!

Sanje
Objavljeno

In this week's Simon Dixon Hard Talk Live, I explore a question that sits at the intersection of geopolitics, AI, energy, and global capital markets:

**Did The Iran War Just Save The AI Bubble?**

In Part One, I share my latest thoughts on DeepSeek, the AI race, capital flows, energy markets, China, and why I believe investors should pay closer attention to the relationship between AI infrastructure and the evolving global order.

In Part Two, I'm joined by Cornell professor and macro commentator Dave Collum to discuss rising bond yields, liquidity, market valuations, debt markets, and the signals investors may be missing beneath the surface.

Topics discussed include:

• Bitcoin
• AI & DeepSeek
• Bond Markets
• Liquidity & Capital Flows
• Energy Markets
• China & Geopolitics
• Space Infrastructure
• Monetary Policy
• Macro Investing

**Disclaimer:** The information contained in this video is provided for educational and informational purposes only and should not be considered financial, investment, legal, tax, or professional advice. All views expressed are personal opinions and may change without notice. Always conduct your own research and consult a qualified professional before making any financial or investment decisions.

— Simon Dixon

#Bitcoin #Macro #AI #DeepSeek #Investing #Geopolitics #Liquidity #DaveCollum

Kategorija
bitcoin Politics & economics & health
Vpiši se ali Se registriraj da lahko komentiraš.
Bodite prvi, ki boste komentirali

Sledi