Shane Oliver
speaker
113 appearances
1 recordings
1 series
first heard Jun 2026
last heard 22 Jun
Shane Oliver’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
uh claude just because you do if i if i someone else comes along with another version of ai i can just use that it's just as good and so it's unlikely to have the same network effects uh which means that it might be harder for them to generate revenue going forward even though i have no doubt they're generating the revenue now and nvidia might continue to do so because it sells the chips to whoever's developing the ai so i
So I think investors need to be a little bit wary here.
Yes, the profit story remains good in the US, but some of these things are sort of flashing potential warning signs.
But I'm not going to put a timing on when problems might arise.
Well, I think the bottom line is it's still okay, but you've got to be a little bit careful.
If I think about it,
You've got all these things that Donald Trump comes up with every second day, which can create volatility and uncertainty, and we can still go through another rough patch.
But at the end of the day, US companies are still generating very strong profits, and that might continue for a while yet.
Economic growth globally seems to be around the 3% level.
I know there's lots of doom and gloom around last year with the tariffs, this year with the AI bubble and the war and so on, but economic growth globally is still pretty good.
inflation is edging up, but it's not catastrophically bad yet.
So I think the broad environment sort of remains okay for investors.
You've just got to be a little bit careful about it because there's not a lot of valuation fat in there for things to go wrong.
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