AI, Markets, and the Bubble Debate

Everyone’s asking the same question right now: Are we in an AI bubble – and is it about to pop? In this episode, we unpack the recent market sell-off, sky-high valuations, and the growing chorus of “this time feels different” warnings. We separate real risks from media noise and look at what actually drives today’s volatility. Then we flip the script: • Why accelerated computing and agentic AI are structural, not speculative • How today’s spend compares to dot-com era (spoiler: it’s very different) • What history tells us about surviving – and profiting from – tech revolutions If you’re trying to decide whether AI is the next dot-com bust or the start of a multi-decade transformation, this episode gives you the clarity you need to invest with conviction. Here's to wise investing, Brett, Brian, and Mike