Simon White

speaker

448 appearances 2 recordings 1 series first heard Jul 2026 last heard 11 Sep

Simon White’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.

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Merryn Talks Money · Markets Wrap: Bessent's Big Bet, Bond Yields and the AI Bubble · 11 Sep 2026 podcast

So I think I think there is a risk, but I I mean uh trying to put numbers on it, I really don't know.

Uh i i it it's difficult.

I think um I mean I'm personally not overly worried about it 'cause I think we're in a bit of a hype cycle.

Yeah.

Um and obviously these words might come back to bite me.

But but they don't

exactly so I'm alright, I'll get my bet off Scott Besson.

Uh and uh yeah, so I I think I think I'm sort of inclined to sort there's a lot of hype and people are seeing exponentials everywhere, which is what happens in the middle of a hype cycle.

So I'm kind of just sort of resting a little bit on that.

But undoubtedly there are

uh risks.

Um but I just I think it's very hard to put like a a number in it.

And I even then I don't think that number's gonna be super high.

But yeah, I mean I think I d uh it feels like I mean prices right now are obviously kind of chopping sideways.

Um and so I could see like a correction in the market, ten or fifteen percent, just to let some of the air out.

And that's kinda happening a little bit now with the consolidation.

Terms of like when does the message come across that the overall trade, like they've overbuilt capacity?

I mean that that could be a bit longer 'cause they're spending hand over fist right now.

Yeah.

And nobody really knows for sure exactly what the demand for computing power is going to be.

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