James Thomson
speaker
2,279 appearances
7 recordings
2 series
first heard Apr 2026
last heard 12 Jun
James Thomson’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 7 in all, peaking in May 2026 with 4.
Appearances
Although Dan says he imagines Michelle Bullock wouldn't be inclined
to make a rate decision because Australia might be exposed to the AI bubble.
It's a really interesting question, though.
And I imagine Dan's right.
Financial regulators would be thinking a little bit about the AI bubble and what could happen if it all went wrong.
Yeah, good timing, Dan.
RBA board meeting next week.
You know, SpaceX will be in the air.
There'll be lots in the statement, I'm sure.
I don't know the AI bubble's going to get a mention though, James.
I think Dan in New South Wales has probably been reading some of James Thompson's columns.
He's clearly attuned to the AI bubble risks.
Yeah.
And it really does keep driving markets.
Just my two cents on AI bubble.
Firstly, Dan, like it's attracting a lot of cash flows.
I mean, there's plenty of stuff that won't go broke if this bubble pops, you know, like the, the big, the big tech companies, the hyperscalers, they're the ones investing, you know, combined US $750 billion a year in AI.
AI, which sort of sets off this scramble that now lots of others are chasing.
I mean, they'll be flush with cash still.
They've got strong balance sheets still, which they're starting to use, admittedly.
Showing 161–180 of 2,279 · page 9 of 114
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