Investing Unscripted5 Nov 2025

178. What If the AI Bubble Never Pops?

Jason and Jeff chat about the "circular" AI deals, whether AI stocks are just hype, and what it would actually take for this bubble to keep inflating. In this episode, we ask: Are AI stocks dangerously overvalued? What are these "circular deals" between companies like Nvidia, AMD, and OpenAI? Is this AI rally just like the dot-com bubble? Will AI lead to massive job losses, or will it just change what our jobs look like? Where will all the energy come from to power AI? (And what does this mean for nuclear power?) How we're thinking about investing and building a resilient portfolio right now. 00:23 Exploring the AI Bubble 00:56 Pitching the Premium Plan 03:38 Market Crash Expectations 06:33 AI's Impact on the Market 15:55 Energy and AI: A Symbiotic Relationship 22:41 The Future of Jobs in an AI-Driven World 26:16 AI's Impact on Employment and Economy 27:08 Amazon's AI Evolution with Alexa 28:05 AI's Role in Business and Education 33:34 AI's Influence on Market and Investments 37:10 Future of Top Companies and AI 42:06 Investment Strategies Amid AI Uncertainty Companies mentioned: ADBE, AMD, AMZN, ASML, LMND, NOK, NOW, NVDA, TSM ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: ****************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted ****************************************** Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ****************************************** The Smattering Six 2025 Portfolio Contest 2024 Portfolio Contest 2023 Portfolio Contest Learn more about your ad choices. Visit megaphone.fm/adchoices

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