AI Boom or Bubble? Plus the US Government Reopens After R...

Q: How long is this episode of Market Maker?

This episode is 41 minutes long.

Q: When was this Market Maker episode published?

This episode was published on November 14, 2025.

Q: Can I download this Market Maker episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

What this episode covers

This week on the AmplifyME Market Maker podcast, we break down three major market stories: Trump ends the longest US government shutdown, but markets are already bracing for another fiscal cliff in January; oil drops sharply as Saudi ramps supply ahead of a high-stakes meeting with Trump in Washington; and we unpack Goldman Sachs’ latest view on whether the AI boom is a bubble or the start of a multi-trillion-dollar investment cycle.(00:00) Intro & Themes in Focus(02:10) US Government Shutdown Ends(08:40) SNAP, ACA & Sector Impacts(12:20) Airlines & Thanksgiving Travel(14:20) Oil Drops 4%: Supply Glut(19:05) Saudi Strategy & Trump Meeting(22:09) AI Demand vs Energy Glut(24:30) Are We in an AI Bubble?(26:25) Private vs Public AI Valuations(29:00) Data Centre Capex Boom(33:22) Where Value Sits in the AI Stack(34:31) Gary Marcus & AI Limits(37:49) Bubble or Not? Final Take******Join our in-person Finance Bootcamp in London, 15-19 December 2025

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