Steve Keen Warns a Helium Shock Could Hit Chips and AI Fast

Recorded on April 8 2026 Steve Yang sits down with economist and author Steve Keen for a wide ranging conversation on why headline market calm may be hiding a much deeper real economy shock. Keen argues that the real threat is not just oil, but the hidden dependence of global industry on fertilizer, helium, sulfuric acid, and other essential inputs that can choke food production, chip output, and industrial capacity. He explains why physical bottlenecks can do damage long after headlines fade, and why markets may be dramatically underestimating how hard lost supply is to replace once real world capacity…