Yes, AI Is in a Bubble
from This Time Is Different Hosted by Malcolm Ethridge and Ricky Mulvey
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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