# This Could Reshape Markets Forever | Robbert van Batenburg

Page: https://stenobird.com/podcast/the-real-story-with-michelle-makori-7658633/this-could-reshape-markets-forever-robbert-van-batenburg
Text version: https://stenobird.com/podcast/the-real-story-with-michelle-makori-7658633/this-could-reshape-markets-forever-robbert-van-batenburg.md
Podcast: [The Real Story with Michelle Makori](https://stenobird.com/podcast/the-real-story-with-michelle-makori-7658633)
Published: 2026-05-29T19:50:57+00:00
Episode link: https://podcasters.spotify.com/pod/show/the-good-podcast-co6/episodes/This-Could-Reshape-Markets-Forever--Robbert-van-Batenburg-e3k2ogb
Audio file: https://anchor.fm/s/10ddc838c/podcast/play/120725451/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-29%2F425134881-44100-2-8a30911c35f8d.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-real-story-with-michelle-makori-7658633/episodes/this-could-reshape-markets-forever-robbert-van-batenburg
Duration seconds: 3713

## Resource

Michelle Makori, President & Editor-in-Chief, Miles Franklin Media, interviews Robbert van Batenburg, Market Strategist at The Bear Traps Report, about the massive AI IPO wave building around SpaceX, OpenAI, and Anthropic and whether markets are underestimating the macro risks behind the AI boom. Van Batenburg explains why the SpaceX IPO could become the largest in history, how AI infrastructure and data centers are reshaping capital flows, why silver demand could surge from AI and solar expansion, and what investors should watch as nearly $4 trillion in AI-related market value prepares to hit public markets. The discussion also covers inflation, bond yields, oil prices, geopolitical risks tied to Iran and the Strait of Hormuz, the possibility of a broader market correction, and whether the current AI enthusiasm resembles the late-stage dot-com era. In this episode of The Real Story with Michelle Makori: - SpaceX IPO and Elon Musk’s AI ambitions- OpenAI and Anthropic IPO outlook- AI bubble vs real economic growth- Data centers, energy demand, and AI infrastructure- Silver demand from AI, solar, and space technology- Inflation, oil prices, and geopolitical market risks- Risk of a broader equity market correction- AI CapEx boom and hyperscaler spending- Dot-com bubble comparisons- Gold, silver, and mining outlook You can sign up for our newsletter here: https://milesfranklin.com/sign-up/ Follow Michelle Makori on X: https://x.com/MichelleMakori Follow Miles Franklin Media on X: https://x.com/MilesFranklinCo Follow Robbert van Batenburg on X: https://x.com/RobVanBatenburg 👍 Like, 🔔 Subscribe, and Stay Informed Join Miles Franklin Media for expert interviews, market insights, and real-time coverage of gold, silver, Bitcoin, and global economics. Hit the bell to get not…

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## Transcript

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