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

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&rsquo;s Nvidia exit, the mineral race, and the AI-infrastructure boom versus bubble debate.
What&rsquo;s real, what&rsquo;s noise, and what&rsquo;s actually investable right now?&nbsp;
All this and more - hosted by Michelle Martin&nbsp;with insights from Arun Pai of Monk&rsquo;s Hill Ventures

How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.

Your Money With Michelle Martin (9am - 12pm) It’s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.

Your Money With Michelle Martin (9am - 12pm) It&rsquo;s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with &ldquo;Influence&rdquo; and hear from great authors in &ldquo;Read&rdquo;.

Your Money with Michelle Martin

It’s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.

It&rsquo;s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with &ldquo;Influence&rdquo; and hear from great authors in &ldquo;Read&rdquo;.

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