Can you hedge against an AI bubble? Joshua Roberts, The Economist’s capital markets correspondent, and Rosie Blau, co-host of The Intelligence podcast, discuss why AI spending is making investors nervous, the lessons learned from the dot com boom and what strategies might help investors manage risk.
00:00 - Why Is investor confidence in AI wobbling?
00:31 - What’s making stock markets jittery about AI?
01:33 - What can investors do to avoid getting stuck?
02:48 - How should investors hedge risk?
04:43 - What’s the safest strategy?
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