The DrJ Show
The mainstream finally caught up. Moody’s, Goldman Sachs, and Oliver Wyman are now openly modeling AI crash scenarios. $33 trillion in value at risk. Here’s what happened this week and what’s coming next. Timestamps: 00:00 - The bubble is popping 00:30 - 30,000 foot overview 02:00 - Oliver Wyman: $33 trillion wipeout scenario 04:30 - Moody’s warning: ripple effects beyond tech 06:00 - Goldman Sachs admits “pockets of euphoria” 07:00 - The $3-6 trillion CapEx problem 08:00 - MIT study: 95% saw no ROI from AI 09:30 - AI-driven inflation incoming 10:00 - The layoffs (Meta, Tailwind, Citibank) 12:00 - “Hiring aggressively” while laying off 55% 13:00 - Even TSMC is nervous 16:00 - How the pop actually happens 21:00 - What this means for you Get full access to Dr. Josh C. Simmons at blog.drjoshcsimmons.com/subscribe [https://blog.drjoshcsimmons.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4]
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