Finance
The AI Cycle: Where We Are NOW and Where Were GOING with Jim Bianco
Date: 2026-09-10 15:32:48
Is the AI boom just getting started — or are investors already watching the next major market bubble form in real time?
Jim Bianco, President and Macro Strategist at Bianco Research, joins Mike Larson at the 2026 MoneyShow Symposium in San Francisco to break down where we are in the “AI Cycle” – and what the massive investment pouring into Artificial Intelligence, data centers, and computing infrastructure means for markets and the economy.
Jim explains why he believes AI is one of the most important technological developments of the last century…but also why virtually every major technology cycle eventually ends in overinvestment and a bubble.
In this MoneyShow MoneyMasters Podcast episode, he further discusses why the AI buildout is boosting inflation now and whether America is actually overbuilding data centers. Plus, he covers the health of the U.S. labor market, why interest rates remain elevated, the impact of government deficits on bonds, and how the Federal Reserve’s decision-making process is changing.
Finally, Jim explains his “4-5-6 Markets” framework – and why investors may need to retire expectations of constant 20%-plus stock market returns.
CHAPTERS:
00:00 – Jim Bianco joins MoneyShow
00:35 – Is AI the biggest technology boom in 100 years?
02:05 – How AI spending could be inflationary
03:05 – Will the AI boom eventually become a bubble?
04:20 – The warning sign investors should watch
05:40 – Are we building too many data centers?
07:10 – Political pushback against data centers
09:00 – Is the rest of the US economy healthy?
10:40 – Why weaker job growth may not mean recession
12:15 – Why interest rates remain elevated
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