The AI Bubble, Global Shipping and Palestine

Podcast: Blain's Morning Porridge · Bill Blain

Opublikowano: 2026-10-08

Blain’s Morning Porridge October 8th, 2026 “Everyone will own a Blackberry by 2015.” Just how much money is the AI boom going to make? No one really knows, but everyone is placing their bets. AI dominates the stock markets, but is beginning to worry many investors in terms of likely returns. While AI technologies are changing the world, what we see today may not be what we get tomorrow if new technologies emerge, and the current valuation metrics change. AI may be distracting us from real economic impacts elsewhere – like shipping costs. Key Takeaways: P/E rati...