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Yes, AI Is in a Bubble
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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
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