AI: Bubble Or Transformational (Or Both)?

October 17, 2025 00:20:48
AI: Bubble Or Transformational (Or Both)?
Digital Finance Analytics (DFA) Blog
AI: Bubble Or Transformational (Or Both)?

Oct 17 2025 | 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 […]

Other Episodes

Episode

December 09, 2024 00:57:31
Episode Cover

Its Edwin's Monday Evening Property Rant!

It has been another eventful week, for property insider Edwin Almeida and I to get our teeth into. What is the true state of...

Listen

Episode

April 06, 2025 00:47:39
Episode Cover

Many Households Are Feeling The Pressure (And The Election Is Missing The Point..)

In this show we explore the latest on rental and mortgage stress, from data drawn from various sources, including our own surveys to highlight...

Listen

Episode

March 04, 2025 01:31:41
Episode Cover

DFA Live Q&A HD Replay: Investing Now: With Damien Klassen

This is an edited version of a live discussion with Head of Investments at Walk The World Funds and Nucleus Wealth, Damien Klassen as...

Listen