The AI Bubble, U.S. Midterms, and What's Next for Mining Stocks

Chris Temple of The National Investor joins MSD at the New Orleans Investment Conference to discuss growing market volatility ahead of the U.S. midterm elections and the potential consequences for mining and resource investors. Temple warns that excessive capital investment in artificial intelligence could pose significant risks to broader equity markets, while a shift in congressional control could introduce new uncertainty for U.S. mining policy, permitting, and government-backed critical minerals projects. The conversation also examines the political challenges facing domestic resource development, the opportunity for bipartisan infrastructure investment, and why Temple believes investors should remain cautious, preserve liquidity, and avoid rushing back into mining equities until the political and market outlook becomes clearer.