World Model · podcast knowledge graph

The Fed Can’t Let the AI Bubble Burst | Luke Gromen

2026-08-03 · 85 min · 21 entities

episode page audio

Asserted relationships

  • → hosted by Danny Knowles person
    0.55
    evidence rules-v5
    Feed author/publisher: Danny Knowles
  • → discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business
  • → discusses Technology company
    0.40
    evidence rules-v5
    Feed category: Technology
  • → discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing
  • → references Cape company
    0.38
    evidence rules-v5
    Link in episode "The Fed Can’t Let the AI Bubble Burst | Luke Gromen": CAPE https://cape.co/wbd
  • → references LEDN - website
    0.38
    evidence rules-v5
    Link in episode "The Fed Can’t Let the AI Bubble Burst | Luke Gromen": LEDN https://ledn.io/
  • → references SWAN website
    0.38
    evidence rules-v5
    Link in episode "The Fed Can’t Let the AI Bubble Burst | Luke Gromen": SWAN https://swan.com/wbd
  • → references ANCHORWATCH - website
    0.38
    evidence rules-v5
    Link in episode "The Fed Can’t Let the AI Bubble Burst | Luke Gromen": ANCHORWATCH https://anchorwatch.com/
  • → references BITKEY - website
    0.38
    evidence rules-v5
    Link in episode "The Fed Can’t Let the AI Bubble Burst | Luke Gromen": BITKEY https://bitkey.world/wbd
  • → references BLOCKWARE website
    0.38
    evidence rules-v5
    Link in episode "The Fed Can’t Let the AI Bubble Burst | Luke Gromen": BLOCKWARE https://mining.blockwaresolutions.com/wbd

Entities found in this episode

websites 10

  • mentioned LEDN - website
    0.45
    evidence rules-v5
    Link in episode "The Fed Can’t Let the AI Bubble Burst | Luke Gromen": LEDN https://ledn.io/
  • mentioned SWAN website
    0.45
    evidence rules-v5
    Link in episode "The Fed Can’t Let the AI Bubble Burst | Luke Gromen": SWAN https://swan.com/wbd
  • mentioned ANCHORWATCH - website
    0.45
    evidence rules-v5
    Link in episode "The Fed Can’t Let the AI Bubble Burst | Luke Gromen": ANCHORWATCH https://anchorwatch.com/
  • mentioned BITKEY - website
    0.45
    evidence rules-v5
    Link in episode "The Fed Can’t Let the AI Bubble Burst | Luke Gromen": BITKEY https://bitkey.world/wbd
  • mentioned BLOCKWARE website
    0.45
    evidence rules-v5
    Link in episode "The Fed Can’t Let the AI Bubble Burst | Luke Gromen": BLOCKWARE https://mining.blockwaresolutions.com/wbd
  • references LEDN - website
    0.38
    evidence rules-v5
    Link in episode "The Fed Can’t Let the AI Bubble Burst | Luke Gromen": LEDN https://ledn.io/
  • references SWAN website
    0.38
    evidence rules-v5
    Link in episode "The Fed Can’t Let the AI Bubble Burst | Luke Gromen": SWAN https://swan.com/wbd
  • references ANCHORWATCH - website
    0.38
    evidence rules-v5
    Link in episode "The Fed Can’t Let the AI Bubble Burst | Luke Gromen": ANCHORWATCH https://anchorwatch.com/
  • references BITKEY - website
    0.38
    evidence rules-v5
    Link in episode "The Fed Can’t Let the AI Bubble Burst | Luke Gromen": BITKEY https://bitkey.world/wbd
  • references BLOCKWARE website
    0.38
    evidence rules-v5
    Link in episode "The Fed Can’t Let the AI Bubble Burst | Luke Gromen": BLOCKWARE https://mining.blockwaresolutions.com/wbd

companys 6

  • mentioned Business company
    0.50
    evidence rules-v5
    Feed category: Business
  • mentioned Technology company
    0.50
    evidence rules-v5
    Feed category: Technology
  • mentioned Cape company
    0.45
    evidence rules-v5
    Link in episode "The Fed Can’t Let the AI Bubble Burst | Luke Gromen": CAPE https://cape.co/wbd
  • discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business
  • discusses Technology company
    0.40
    evidence rules-v5
    Feed category: Technology
  • references Cape company
    0.38
    evidence rules-v5
    Link in episode "The Fed Can’t Let the AI Bubble Burst | Luke Gromen": CAPE https://cape.co/wbd

concepts 3

  • mentioned Investing concept
    0.50
    evidence rules-v5
    Feed category: Investing
  • mentioned Luke Gromen concept
    0.42
    evidence rules-v5
    The Fed Can’t Let the AI Bubble Burst | Luke Gromen
  • discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing

persons 2

  • mentioned Danny Knowles person
    0.70
    evidence rules-v5
    Feed author/publisher: Danny Knowles
  • hosted by Danny Knowles person
    0.55
    evidence rules-v5
    Feed author/publisher: Danny Knowles
Episode description as stored
<p>“The companies are bubbles, but I don’t think the technology is a bubble.” </p> <p>Luke Gromen is back on the show to explain why the debt-fuelled AI boom may have become too big to fail, why slowing investment and valuations could threaten the wider financial system, and how even a small move from the Fed could trigger the unwind. </p> <p>Luke also explains why he still hasn’t bought back most of the Bitcoin he sold near $96,000. He believes Bitcoin could trade lower alongside tech over the next few months, but his long-term thesis has not changed: America’s fiscal position cannot be fixed without significant currency devaluation, and the Fed will eventually be forced to print. </p> <p>We also discuss Kevin Warsh’s attempt to establish his inflation-fighting credibility, the return of Hamiltonian economics, tariffs and reshoring, why long-term bondholders may be destroyed in real terms, the growing divide between Wall Street and the rest of America, and whether the country can remain the world’s dominant superpower.</p> <hr /> <p><strong>THANKS TO OUR SPONSORS:</strong></p> <p><a href="https://ledn.io/?utm_source=podcast&utm_medium=partnership&utm_campaign=2025_whatbitcoindid&utm_content=ad_read"><strong>LEDN</strong></a></p> <p><a href="https://www.swan.com/wbd"><strong>SWAN</strong></a></p> <p><a href="https://www.anchorwatch.com/"><strong>ANCHORWATCH</strong></a></p> <p><a href="https://mining.blockwaresolutions.com/wbd"><strong>BLOCKWARE</strong></a></p> <p><a href="https://bitkey.world/wbd"><strong>BITKEY</strong></a></p> <p><a href="https://www.cape.co/wbd"><strong>CAPE</strong></a></p> <hr /> <p><strong>FOLLOW:</strong></p> <p>Danny Knowles: <a href="https://x.com/%5C_DannyKnowles">https://x.com/\_DannyKnowles</a></p> <p>Luke Gromen: <a href="https://x.com/LukeGromen">https://x.com/LukeGromen</a></p>