Did The Iran War Just Save The AI Bubble? | Simon Dixon Hard Talk LIVE

About this episode

The episode discusses the implications of the Iran War on the AI bubble and the potential shifts in the global financial system.

Did The Iran War Just Save The AI Bubble? | Simon Dixon Hard Talk LIVE Are we witnessing the birth of a new technological super cycle, or a liquidity-fueled bubble designed to mask the transition to a new global order? Welcome to a full 3-hour and 6-minute broadcast of Simon Dixon HardTalk LIVE from 29 May 2026. In Part One, "The AI Bubble, DeepSeek & The New Global Order," we discuss the potential connection between the Iran peace MOU and the reopening of the Strait of Hormuz, and their potential to drive down energy costs and inject liquidity into AI and SpaceX IPOs. I break down my belief that the Financial Industrial Complex (FIC) and China may be working to build a global AI control system, even as the DeepSeek breakthrough may threaten the compute scarcity narrative supporting the semiconductor industry. In my opinion, the financial system appears to be reorientating around a multipolar world. I believe this reorientation could involve a shift of assets away from the West to fund a large infrastructure buildout, potentially leading to a diminished role for the US as a global power. In Part Two, "Bond, Stock & Commodity Market Analysis | Dixon & Collum Explain,"…

People in this episode

Host: Simon Dixon

Guest: Dave Collum

Topics covered

• AI Bubble
• Global Order
• Market Analysis
• Financial System
• Technological Super Cycle
• Infrastructure Buildout

Keywords

• AI Bubble
• Iran War
• Financial Industrial Complex
• DeepSeek
• Market Analysis
• Global Order
• Liquidity
• Infrastructure
• Semiconductor Industry

Mentioned in this episode

Organizations: Financial Industrial Complex, China, DeepSeek, US

Places: Iran, Strait of Hormuz

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