Go offline with the Player FM app!
Yes, AI Is in a Bubble
Manage episode 513827078 series 2907547
But that doesn’t mean the bubble will pop soon.
Ricky Mulvey and Malcolm Ethridge kick off their new show, “This Time Is Different”. They discuss:
- What the Shiller PE ratio reveals about the stock market.
- Circular dealmaking among AI companies.
- Why Ricky is putting more of his long-term savings in cash and bonds.
- Peter Lynch’s investing lessons for 2025.
Hosts: Malcolm Ethridge and Ricky Mulvey
Engineer: Mark Lamorgese
References:
Bloomberg article on the AI bubble: https://www.bloomberg.com/news/articles/2025-10-09/why-experts-are-warning-the-ai-boom-could-be-a-bubble
Peter Lynch on The Compound and Friends: https://www.youtube.com/watch?v=YIlurDigZcY
94 episodes
Manage episode 513827078 series 2907547
But that doesn’t mean the bubble will pop soon.
Ricky Mulvey and Malcolm Ethridge kick off their new show, “This Time Is Different”. They discuss:
- What the Shiller PE ratio reveals about the stock market.
- Circular dealmaking among AI companies.
- Why Ricky is putting more of his long-term savings in cash and bonds.
- Peter Lynch’s investing lessons for 2025.
Hosts: Malcolm Ethridge and Ricky Mulvey
Engineer: Mark Lamorgese
References:
Bloomberg article on the AI bubble: https://www.bloomberg.com/news/articles/2025-10-09/why-experts-are-warning-the-ai-boom-could-be-a-bubble
Peter Lynch on The Compound and Friends: https://www.youtube.com/watch?v=YIlurDigZcY
94 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.