SoftBank just dumped Nvidia in the midst of this AI frenzy - is this a warning signal, or the smartest money move of the year?

As rare-earth stocks roar and governments scramble for critical minerals, we ask whether a new multi-decade commodities supercycle is forming - or whether geopolitics is simply inflating another hype cycle.

Michael Burry is also sounding alarms, accusing hyperscalers like Amazon, Alphabet, and Microsoft of chasing an AI dream without a proven business model.

We unpack SoftBank’s Nvidia exit, the mineral race, and the AI-infrastructure boom versus bubble debate.

What’s real, what’s noise, and what’s actually investable right now? 

All this and more - hosted by Michelle Martin with insights from Arun Pai of Monk’s Hill Ventures