The RAM AI Podcast

Grish Ram | M3I Research
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No, not that RAM. This is Grish Ram — macro investor, geopolitical risk modeler, and the human behind M3I Research. AI-narrated daily briefings covering geopolitical risk scores, oil and commodity markets, equities, inflation trades, sector regime analysis, and the signals that move markets. Powered by a quantitative scanner running 11 turbulence signals, 7 composite models, and a 5/5 prediction track record. Deep dives on Substack at m3iresearch.substack.com. Live scores at m3iresearch.com.

Episodes

  1. May 29

    SpaceX: The $2T Rocketship IPO

    SpaceX just filed its S-1 at a $2 trillion valuation — the most expensive stock anyone's ever been asked to buy. But the company lost $4.28 billion in a single quarter. We break down the two companies hiding inside SpaceX, the $1.25B/month AI deal with a competitor, why 48% of shares may be pre-sold before you can buy a single one, and whether the real opportunity is actually in the boring suppliers nobody's talking about. Based on our deep-dive article "The $2 Trillion Rocket Ship" from M3I Research.

    SpaceX: The $2T Rocketship IPO

  2. May 11

    Bitcoin Cometh: Why Bitcoin and the Dollar Might Both Win

    Bitcoin is at $81,200. Oil just spiked above $104. The US government is $39 trillion in debt. And somehow, both Bitcoin AND the US dollar are winning at the same time. How? Two words: stablecoins. In this episode, we break down the paradox hiding in plain sight — how the same inflation driving people into Bitcoin is also strengthening the dollar through a $320 billion digital dollar network that's already processing more than Visa. We debate the AI power crunch, the halving math, and whether this is a genuine shift in how money works — or the most sophisticated "number go up" story ever told.

    Bitcoin Cometh: Why Bitcoin and the Dollar Might Both Win

  3. May 4

    How high is too high? Evaluating parabolic AI stocks

    When a stock triples in a year, the natural reaction is that you've missed it. But price alone is incomplete information. In this episode, we break down two time-tested investment frameworks — Peter Lynch's PEG ratio and Stanley Druckenmiller's macro discipline — and apply them to four stocks at the heart of the AI infrastructure build: Micron, Sandisk, Corning and Coherent. The conclusion may surprise you: some of these names are still undervalued by the standards of investors who've been doing this for decades. Others have already priced in the destination.

    How high is too high? Evaluating parabolic AI stocks

  4. Apr 29

    Beyond the Bubble: Why This Is Not the Dotcom Crash

    Is this 1999 all over again? Everyone says so. But when you actually look at the numbers, the comparison falls apart — and the real risks are somewhere else entirely. In this episode, we break down why NVIDIA isn't Cisco, why Costco's valuation should make every bubble-caller pause, and what the actual warning signs look like. Two hosts, two perspectives. One thinks the bubble talk is lazy. The other thinks the bulls are getting dangerously complacent. You decide.

    Beyond the Bubble: Why This Is Not the Dotcom Crash

  5. Apr 24

    The Rise of Agentic AI - a Deep Dive

    Falling per-token costs aren't reducing AI infrastructure spend — they're accelerating it. In this episode, we break down why Jevons Paradox is playing out in real time across the AI supply chain, and what the input signals — from DRAM pricing to transformer lead times — are telling us about where this goes next. We cover: why agentic AI workloads consume 5-30x more tokens per task than chatbots, the seven upstream signals all moving in the same direction, and three companies positioned across the full stack from silicon to switchgear — Marvell Technology (MRVL), Micron Technology (MU), and IES Holdings (IESC). Plus, how Peter Lynch's PEG ratio framework screens in this environment. This is not investment advice. Visit m3iresearch.com for methodology and full disclaimers.

    The Rise of Agentic AI - a Deep Dive

  6. Apr 20

    "Day 51: The Turbulence Gap — Markets Calm, Models Flash Danger"

    Daily geopolitical and macro risk intelligence for investors. M3I Research runs real-time scoring models covering war risk, market turbulence, shipping disruption, and conflict resolution probability — all distilled into a single Score of Scores updated every 3 hours. Each episode breaks down the latest model outputs, scenario probabilities, and market impact. 5 out of 5 confirmed predictions since the US-Iran conflict began. Not financial advice. Live scores at m3iresearch.com. Written analysis at m3iresearch.substack.com.

    "Day 51: The Turbulence Gap — Markets Calm, Models Flash Danger"
  • 6 Episodes

About

No, not that RAM. This is Grish Ram — macro investor, geopolitical risk modeler, and the human behind M3I Research. AI-narrated daily briefings covering geopolitical risk scores, oil and commodity markets, equities, inflation trades, sector regime analysis, and the signals that move markets. Powered by a quantitative scanner running 11 turbulence signals, 7 composite models, and a 5/5 prediction track record. Deep dives on Substack at m3iresearch.substack.com. Live scores at m3iresearch.com.

Information

  • Creator
    Grish Ram | M3I Research
  • Years Active
    2026
  • Episodes
    6
  • Rating
    Clean
  • Copyright
    © Grish Ram | M3I Research
  • Show Website
    The RAM AI Podcast