Episode 154: Greenland, Diesel Shortage Fears & the AI Cost Problem

<p>Is Australia exposed to a diesel supply shock? Why does Greenland matter to the US military? And are AI companies actually making money? In this week&#39;s Signals &amp; Noise (week ending 25 September), we cover the Donroe Doctrine, oil price swings and Strait of Hormuz rumours, rising memory chip costs, and why the AI business model faces a compute problem.</p><p>We also look at why markets spend roughly 75% of the time in a drawdown, what that means for cash and rebalancing, and why the S&amp;P 500 is close to setting the longest secular bull market on record on 20 October.</p><p><strong>👉 FREE MASTERCLASS: How to Build an Antifragile Portfolio | Wednesday 30 September, 7pm Brisbane time</strong><br><strong>Register here: </strong><a href="https://totalmoneymanagement.com.au/Webinar-Anti-Fragile">https://totalmoneymanagement.com.au/Webinar-Anti-Fragile</a></p><p>This podcast is general information and education only and does not constitute financial advice. Total Money Management | AFSL 568642.</p>