#305 -The AI Bubble Is Coming For Your Super
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About this listen
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Global fund managers, the IMF, and even Michael Burry are warning about the AI bubble. Yet billions are still pouring into companies like OpenAI, NVIDIA, and AMD despite unsustainable losses and circular financing deals.
In this episode, Lloyd reveals:
◼️ Why the AI bubble is coming
◼️ How circular money flows are propping up the industry
◼️ Why Australian investors with superannuation are more exposed than they realise
◼️ The parallels with past industrial bubbles like dot‑com and railroads
◼️ What this means for your portfolio and retirement savings
Timestamps:
00:00:00 - Introduction
00:01:14 - Understanding the Scale of the Bubble
00:02:49 - Circular Deals and Vendor Financing
00:06:23 - The Demand Problem in AI
00:08:43 - Historical Context: Industrial Bubbles
00:10:00 - Impact on Australian Superannuation
00:11:37 - Currency Risks for Australian Investors
00:12:31 - Economic Implications of the AI Bubble
00:13:34 - Concentration Risk in AI Investments
00:14:45 - OpenAI's Central Role in the Market
00:15:53 - Valuation Concerns and Market Adjustments
00:18:09 - Differences Between AI and Dot-Com Bubbles
00:20:24 - Strategies for Investors in the AI Space
00:22:43 - Final Thoughts: Protecting Your Wealth
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DISCLAIMER
This content is for educational and informational purposes only. This is not financial, investment, or legal advice. Investing carries inherent risks including potential loss of capital. Past performance does not guarantee future results. Always conduct thorough research and consult with qualified financial advisors before making investment decisions. Individual results vary based on market conditions, personal circumstances, and investment strategy.