{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Confluence Podcasts","title":"Asset Allocation Bi-Weekly – China’s Threat to the AI Investment Boom (8/17/26)","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/2815db91\"></iframe>","width":"100%","height":180,"duration":783,"description":"Investors worried about a possible AI bubble can point to a number of reasons, including rising valuations and debt. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to discuss another concern, China's threat to the AI investment boom.","thumbnail_url":"https://img.transistorcdn.com/0O6yelzN2Vu7ojmkIrngV0VyFRy6YtUEck3Uq7v_2TU/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9jNjgw/MTA4N2IwYmFjN2I1/YjBmMjQ4YzM2MTFk/MDVjYS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}