Why Mike Novogratz Thinks We’re in an AI Bubble & How He’s Playing It

2026 Is the Year AI Might Replace Your Job w/ Duncan & Patrick

In this episode of Milk Road AI, Duncan and Patrick break down the quiet but violent shift happening right now in AI: coding agents replacing junior engineers, white-collar workflows being automated end-to-end, and why the “AI slowdown” narrative completely collapses once you look at what’s actually being deployed.

AIJAN 9 2026

The Most Underestimated AI Market Heading Into 2026 w/ ARK Invest

Everyone is watching AI chips, models, and data centers. Almost no one is watching where the money will actually flow.In this episode of Milk Road AI, we sit down with ARK Invest to break down the most underestimated AI market heading into 2026, and why it has far bigger implications for markets and global commerce than most investors realize.

AIJAN 7 2026

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The AI Investing Playbook Nobody Talks About w/ Ronnie

In this episode of Milk Road AI, Ronnie breaks down a simple but ruthless framework for investing in AI, one that ignores buzzwords and focuses on what actually drives long-term returns: data, distribution, margins, and real-world adoption.

AIJAN 2 2026

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Why AI Is the Biggest Investment Shift Since the Internet w/ Kris Patel

In this episode of Milk Road AI, we’re joined by Kris Patel to cut through the hype and explain why AI isn’t a short-term trade, but a once-in-a-generation investment shift, on par with the rise of the internet. We break down where real value is being created, which companies are actually monetizing AI today, and why most investors are looking in the wrong place.

AIDEC 31 2025

Why Physical AI Is the Most Important AI Investment of the Decade w/ Patrick & Duncan

In this episode of Milk Road AI, we break down why AI is finally moving out of the screen and into the real economy, and why robotics may be the most mispriced AI investment opportunity of the next decade.

AIDEC 26 2025

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AI Isn’t Overpriced... The Market Is Still Massively Underestimating It w/ Eric Jackson

In this episode, EMJ Capital founder Eric Jackson explains why AI isn’t overhyped, it’s still deeply misunderstood, why the biggest winners won’t come from chips or data centers alone, and how AI is quietly reshaping crypto, markets, and investing strategy at every layer.

AIDEC 24 2025

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The AI Bubble Fear Is Wrong... What the Market Is Missing w/ Duncan & Patrick

In this episode, we break down why the AI buildout isn’t collapsing under debt, why compute and power, not apps, are the real bottlenecks, and why OpenAI sits at the center of everything from infrastructure spending to future demand.

AIDEC 19 2025

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The AI Trade Isn’t Over: Why We’re Only in Year 3 of a 10-Year Buildout w/ Dan Ives

In this episode of Milk Road AI, Dan Ives breaks down why today feels much closer to the early internet era than a late-stage bubble, why AI spending is still accelerating beneath the surface, and why the biggest gains may come after the first wave everyone is already obsessed with.

AIDEC 17 2025

LG Doucet

How Power and Edge AI Are Redefining the U.S.-China AI Competition w/ Patrick & Duncan

In today’s Milk Road AI episode, Patrick and Duncan break down why AI infrastructure may matter more than AI models, how China is closing the gap despite weaker chips, and why energy, power generation, and edge computing are becoming central to AI leadership, with major implications for crypto, data centers, and long-term investing.

AIDEC 12 2025

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The Macro Force of the Decade: How AI, Energy & Geopolitics Are Merging w/ Kim Isenberg

Welcome back to the Milk Road AI Show. Today’s episode dives into one of the most important (and least understood) forces shaping the next decade: the collision between AI, energy, geopolitics, robotics, and global markets. Our guest, Kim Isenberg, editor-in-chief of Superintelligence and one of the fastest-rising thinkers in AI, breaks down why artificial intelligence is no longer just a technology story; it’s a macroeconomic and geopolitical story that will redefine global power.

AIDEC 10 2025

Is OpenAI Losing the Race to Google? Why Compute Is About to Go Vertical w/ Duncan & Patrick

Everyone’s talking about AI… but almost no one knows where the real upside is hiding. In today’s episode, we sit down with Amit, one of the sharpest stock pickers in the AI world, to break down the five AI stocks with explosive potential that most investors are completely overlooking.

AIDEC 5 2025

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Amit’s AI Playbook: 5 AI Stocks With Massive Upside Most Investors Are Missing

Everyone’s talking about AI… but almost no one knows where the real upside is hiding. In today’s episode, we sit down with Amit, one of the sharpest stock pickers in the AI world, to break down the five AI stocks with explosive potential that most investors are completely overlooking.

AIDEC 3 2025

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Inside the AI Cold War: Why Compute, Power, and Chips Decide Everything w/ Patrick & Duncan

Welcome back to the Milk Road AI. Today, we’re diving straight into the battlefield behind the markets: the AI Cold War. Google is surging, Nvidia is wobbling, Meta wants TPUs, the U.S. is calling AI a national-security priority, and China is only months behind in frontier models. Meanwhile… the biggest bottleneck in the entire AI economy might not be chips at all, it might be power.

AINOV 28 2025

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The 2 Best AI Stocks to Own: Why Google & Tesla Are Untouchable w/ Ejaaz

Today’s episode is a wild one. We brought on Ejaaz, AI investor, podcaster, and full-stack nerd, to break down the one question everyone keeps asking: who actually wins the AI supercycle?

AINOV 26 2025

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Time To Go All-in Or Correction Incoming?

Time To Go All-in Or Correction Incoming?

Why Mike Novogratz Thinks We’re in an AI Bubble & How He’s Playing It

EPISODE LINKS

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2026 Is the Year AI Might Replace Your Job w/ Duncan & Patrick

The Most Underestimated AI Market Heading Into 2026 w/ ARK Invest

The AI Investing Playbook Nobody Talks About w/ Ronnie

Why AI Is the Biggest Investment Shift Since the Internet w/ Kris Patel

Why Physical AI Is the Most Important AI Investment of the Decade w/ Patrick & Duncan

AI Isn’t Overpriced... The Market Is Still Massively Underestimating It w/ Eric Jackson

The AI Bubble Fear Is Wrong... What the Market Is Missing w/ Duncan & Patrick

The AI Trade Isn’t Over: Why We’re Only in Year 3 of a 10-Year Buildout w/ Dan Ives

How Power and Edge AI Are Redefining the U.S.-China AI Competition w/ Patrick & Duncan

The Macro Force of the Decade: How AI, Energy & Geopolitics Are Merging w/ Kim Isenberg

Is OpenAI Losing the Race to Google? Why Compute Is About to Go Vertical w/ Duncan & Patrick

Amit’s AI Playbook: 5 AI Stocks With Massive Upside Most Investors Are Missing

Inside the AI Cold War: Why Compute, Power, and Chips Decide Everything w/ Patrick & Duncan

The 2 Best AI Stocks to Own: Why Google & Tesla Are Untouchable w/ Ejaaz

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