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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.

Achieve financial freedom and build lasting wealth 👉 http://moneybuyshappinessbook.com

🔗 TAKE ACTION:

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In this new episode, Lloyd James Ross breaks down why MicroStrategy’s leveraged bet on Bitcoin is starting to unravel. You’ll discover:

◼️ How $17 billion vanished in just three months

◼️ Why Michael Saylor’s debt‑fuelled Bitcoin strategy is dangerously fragile

◼️ The domino effect that could trigger forced liquidations and margin calls

◼️ Why MicroStrategy’s collapse could drag Bitcoin down with it

◼️ What this means for investors watching the crypto market

Timestamps:

00:00:00 - Introduction

00:01:03 - Introduction to MicroStrategy

00:01:48 - Michael Saylor's History

00:02:31 - Understanding Equity and Liabilities

00:03:35 - Illustrative Example of MicroStrategy's Finances

00:05:00 - Impact of Bitcoin Price Drop

00:06:35 - Minsky Moment and Financial Instability

00:07:40 - Negative Convexity Explained

00:09:05 - The Risks of Leverage

00:10:07 - The Ponzi Scheme Allegation

00:11:53 - The Consequences of Debt Maturity

00:12:56 - Forced Selling and Market Impact

00:14:09 - Theoretical Collapse of MicroStrategy

00:15:57 - Bitcoin's Independence from MicroStrategy

Follow Lloyd:

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https://www.tiktok.com/@lloydjross

https://x.com/lloydjamesross

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.

Achieve financial freedom and build lasting wealth 👉 http://moneybuyshappinessbook.com

🔗 TAKE ACTION:

Get Money Buys Happiness book: http://moneybuyshappinessbook.com

In this episode, Lloyd reveals why the Reserve Bank isn’t cutting rates as many expect, and why hikes are coming instead.

◼️ Why inflation isn’t dead

◼️ How higher rates will blindside homeowners

◼️ The impact on property prices, consumer spending, and the Aussie dollar

◼️ Why investors need to understand the link between rates and asset values

◼️ What can be done right now to protect against the coming squeeze

Timestamps:

00:00:00 - Introduction

00:01:00 - Current RBA Cash Rate and Inflation

00:02:00 - Market Reactions and Economic Forecasts

00:03:00 - Impact on Homeowners and Consumers

00:04:00 - Consumer Spending and Inflation

00:05:00 - Effects on Investors and Asset Prices

00:06:00 - Australian Dollar and Capital Flow

00:07:00 - Economic Changes and RBA Justifications

00:08:00 - Common Misconceptions About Rate Cuts

00:09:00 - Staying Informed on Economic Trends

Follow Lloyd:

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https://www.linkedin.com/in/lloyd-j-ross-26b7859/

https://www.facebook.com/lloyd.ross.7

https://www.tiktok.com/@lloydjross

https://x.com/lloydjamesross

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.