This Could Reshape Markets Forever | Robbert van Batenburg

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 #ai #SpaceX #OpenAI #Anthropic #ElonMusk #Silver #Gold #IPO 00:00 Coming Up 02:11 Wall Street’s Biggest IPO Wave in Modern History 05:02 SpaceX IPO: Market Impact 07:07 Why SpaceX Could Pave the Way for OpenAI and Anthropic 09:30 Could SpaceX Drain Liquidity From Mega-Cap Stocks? 11:31 SpaceX-Tesla Merger Speculation 15:32 SpaceX, Starlink, xAI and the Data Center Valuation Story 18:27 Orbital Data Centers: Elon Musk’s Plan to Put AI Compute in Space 21:34 Why AI, Solar and SpaceX Could Drive Silver Demand 25:49 Is the AI Silver Demand Story Priced In? 30:00 Macro Risks: Iran, Oil, Inflation and Market Fragility 41:45 OpenAI, Anthropic and How Investors Are Playing the AI IPO Boom 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 notified the moment new content drops – don’t miss a move in the markets. ___________________ Miles Franklin: 📞 Call us: 1-952-929-7006 📧 Email us: [email protected] 🔗 Website: https://milesfranklin.com/ ▶️ YouTube: https://youtube.com/MilesFranklinCo?s... 📱 X: https://x.com/MilesFranklinCo 📸 Instagram:   / milesfranklinmedia   💼 LinkedIn:   / miles-franklin-9a6632369   📘 Facebook: http://fb.com/MilesFranklinCo 📩 For media inquiries, contact: [email protected] 📺 About Miles Franklin Media Join Miles Franklin Media for unfiltered financial and economic news and insights. Through expert interviews and real market intelligence, we cut through the noise and challenge the mainstream narrative. Anchored in the principles of sound money, we uncover the truth about money, markets, macroeconomics, geopolitics, and power – delivering credible insights to help you protect your wealth, future, and freedom. 🏦 About Miles Franklin Miles Franklin is a trusted leader in wealth preservation, with over $11 billion in precious metals sales since 1989. Specializing in gold and silver, we help clients safeguard their wealth with real assets that stand the test of time. ___________________ Disclaimer: The views and opinions expressed in this video are those of the individual speakers and do not necessarily reflect the views of Miles Franklin Precious Metals, its affiliates, owners, anchors, producers or hosts. This content is provided for informational and educational purposes only and is not intended as financial, legal, or investment advice. Nothing said in this video should be construed as a recommendation to buy or sell any financial asset. You should always consult with a qualified financial advisor, legal professional, or tax expert before making any investment decisions. Investing involves risk, including the potential loss of principal. By watching this video, you agree that neither the hosts, guests, nor Miles Franklin Media are responsible for any investment decisions you make based on the information presented. Use of this content is at your own risk.