IrishFinProf
Region: IE
Friday 24 July 2026 17:42:28 GMT
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Absolutely123 :
So do you trade your own book?
2026-08-15 07:16:48
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rt81254 :
Any thoughts on the value of the yen and implications, if any, for the euro
2026-08-07 14:09:09
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Enda Scahill Banjo :
Will be interesting to see Capex guidance this week with some of the hyperscalers reporting earnings. Can’t imagine the smartest CEOs on the planet are committing to increasing AI capex without seeing tangible future exponential profits
2026-07-28 14:59:00
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IrishFinProf :
Articles ● World Economic Forum — “What we mean when we talk about an AI 'bubble'” — https://www.weforum.org/stories/2025/10/artificial-intelligence-bubble-dot-com-tulip-mania/ ● Knowledge at Wharton — “Decoding the AI Bubble: Tulips, Dot-Coms, or Something Else?” — https://knowledge.wharton.upenn.edu/article/decoding-the-ai-bubble-tulips-dot-coms-or-something-else/ ● Forbes Councils — “Keep Your Eye On The AI Ball, Not The Bubble” — https://www.forbes.com/councils/forbestechcouncil/2026/03/04/keep-your-eye-on-the-ai-ball-not-the-bubble/ ● GMO — “Valuing AI: Extreme Bubble, New Golden Era, or Both” — https://www.gmo.com/americas/research-library/valuing-ai-extreme-bubble-new-golden-era-or-both_viewpoints/ ● Doctor Market (Substack) — “The 17th Century Bubble That Foreshadows AI's Fate?” — https://www.doctormarket.fit/p/three-ingredients-of-a-bubble-the Books ● Mike Dash — Tulipomania: The Story of the World's Most Coveted Flower & the Extraordinary Passions It Aroused — https://www.penguinrandomhouse.com/books/36938/tulipomania-by-mike-dash/ ● Charles Mackay — Extraordinary Popular Delusions and the Madness of Crowds (1841; the classic chapter on tulip mania) — https://www.goodreads.com/book/show/162120.Extraordinary_Popular_Delusions_and_the_Madness_of_Crowds Videos ● “Tulip Mania 1637: The First Financial Bubble Explained — History, FOMO, and Economic Lessons” (YouTube) — https://www.youtube.com/watch?v=qAjglhMOg-w ● “Tulip Mania: The First Economic Bubble” (YouTube) — https://www.youtube.com/watch?v=nrUknL2P8zw
2026-07-24 17:45:56
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Hugh :
Great content. That’s very interesting but AI is going to make changes to everything we do unlike tulips.
2026-07-24 19:28:46
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taketheturkey :
Yup the 2:1me fella
2026-07-24 18:09:35
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