Did The Iran War Just Save The AI Bubble? | Simon Dixon Hard Talk LIVE
Are we witnessing the birth of a new technological super cycle, or a liquidity-fueled bubble designed to mask the transition to a new global order?
Welcome to a full 3-hour and 6-minute broadcast of Simon Dixon HardTalk LIVE from 29 May 2026.
In Part One, "The AI Bubble, DeepSeek & The New Global Order," we discuss the potential connection between the Iran peace MOU and the reopening of the Strait of Hormuz, and their potential to drive down energy costs and inject liquidity into AI and SpaceX IPOs.
I break down my belief that the Financial Industrial Complex (FIC) and China may be working to build a global AI control system, even as the DeepSeek breakthrough may threaten the compute scarcity narrative supporting the semiconductor industry.
In my opinion, the financial system appears to be reorientating around a multipolar world. I believe this reorientation could involve a shift of assets away from the West to fund a large infrastructure buildout, potentially leading to a diminished role for the US as a global power.
In Part Two, "Bond, Stock & Commodity Market Analysis | Dixon & Collum Explain," I am joined by Dave Collum to analyze the potential for changes in the fiat system, which we believe is significantly influenced by Fed money printing and ETF passive flows.
We explore the possibility of simultaneous structural shifts in the bond, equity, and commodity markets that, in my opinion, could be driven by China's selling of US Treasuries and the physical movement of gold toward Shanghai.
As transnational capital seeks to implement programmable Central Bank Digital Currencies and as Wall Street attempts to centralize Bitcoin into institutional custody, we discuss exiting the system as a personal defense strategy.
We discussed protecting purchasing power by holding assets like Bitcoin in true self-custody, and we discuss how to position yourself during this significant financial transition.
DISCLAIMER OF LIABILITY AND INFORMATIONAL USE
The content provided in this broadcast is intended solely for informational, educational, and sovereign wealth-building purposes, and does strictly not constitute financial, investment, or trading advice. Viewers are expressly advised not to utilize this analysis to attempt to time the financial markets.
The macroeconomic perspectives and market views shared by Simon Dixon are derived directly from twenty-five years of professional experience across investment banking, corporate finance, and market making. Furthermore, the analytical framework of this broadcast operates on the premise that contemporary market actions are fundamentally a function of central bank money printing, passive ETF capital flows, and media narrative management, rather than traditional fundamental valuations or authentic price discovery.
All financial and asset-allocation decisions remain the exclusive responsibility of the individual. Viewers are encouraged to conduct independent due diligence, implement personal sovereignty strategies, and secure wealth via self-custody. The host and associated entities assume no liability for market actions taken by viewers based on this broadcast; individuals must exercise independent judgment and act entirely at their own discretion.
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