AI: Bubble Or Transformational (Or Both)?

Digital Finance Analytics (DFA) Blog

Oct 17 2025 | 00:20:48

00:00 / 00:20:48

Show Notes

Today I want to discuss a crisp question: are current AI trends a speculative bubble, or do they represent a lasting change in economic fundamentals? Given that most of the US markets rise has been driven by the rise of a few stocks, centred on AI, this is important, not least because when a bubble pops in tends to be ordinary investors, and their superannuation which takes as a hit, because professional investors farm out risks to those at the end of chain. So I want to map the economics of exuberance against the lessons of past manias, compare valuation […]

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