AI boom and bubble: Long-term strategies for volatile times

from The Institutional Beat · host Julie Ducharme, Guido Giammattei

In this episode, Institutional Portfolio Manager Julie Ducharme interviews Guido Giammattei, Portfolio Manager on the RBC Emerging Markets Equity team at RBC GAM-UK to explore the current state of AI investments. This podcast episode was recorded on January 20, 2026.

Episode metadata supplied by the publisher feed · Published Jan 28, 2026

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AI boom and bubble: Long-term strategies for volatile times

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