The John Johnston Lounge

What Could Burst The AI Bubble? | Dalio & Buffett


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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/48X5eRowgV9GCTCnwabg5O


SpaceX & AI: “Bigger Than The Dot Com Bubble” | Jim Chanos  https://open.spotify.com/episode/0hywOjJLjvIs53nOXHQorl


Dangerous AI Bubble: Retail Investors Are Being Conned | Ed Zitron https://open.spotify.com/episode/5mmybdVO6Jyc8hrcjbLCvn


Referenced videos: 


AI Bubble Will Burst Eventually Says Bridgewater's Ray Dalio https://youtu.be/WZ7mmTrSgxI


Warren Buffett on TSMC: There's nobody in their league in the chip business https://youtu.be/WZ7mmTrSgxI



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.

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