In this episode of Grow Money Business we take stock of the potential AI bubble, the recent Nvidia (NVDA) earnings call, and the November rout in cryptocurrencies.

 

 

Show Notes

[01:44] Market Update – Market performance in the month of November, and an update on NVDA earnings.

[03:00] Article of the Week – Fred Vogelstein’s article on the AI bubble.

[08:31] Financial Information – Grant recommends JP Morgan Guide to the Markets and the Wall Street Journal for financial information.

[13:00] Concentration of the S&P 500 – Grant explains how a single tech giant slipping could drag the whole large-cap market down.

[15:15] AI Infrastructure – Optimism vs. reality; the challenges of justifying current valuations.

[23:42] Mitigating Risks – Grant suggests some strategies to mitigate market risks.

[27:20] Bitcoin – Grant shares the recent crypto market changes and encourages listeners to monitor closely for potential changes.

Resources

Boom, bubble, bust, boom. Why should AI be different?

crazystupidtech.com/2025/11/21/boom-bubble-bust-boom-why-should-ai-be-different/