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Peter Lewis Money Talk- The End of AI ?

Podcast ·David Roche ·10 Jun 2026

Peter Lewis Money Talk China- what does China’s AI international trade tell us about the global AI economy. Does it make AI independent of the “traditional” economic constraints? What role could the ME energy cliff play in ending the AI high roll. Markets beware? Other risks are…

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Podcast

Peter Lewis Money Talk- The Summit, The Fed, The Gulf and AI

Podcast ·David Roche ·13 May 2026

Peter Lewis Money Talk- Peter, Sunil Kashyap and I discuss: The Presidential Xi-Trump summit - What to expect = hot air+nothing; Why China will do little about the Gulf and why the Gulf crisis is a slow burn energy crisis with shortages set to worse;

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