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AI Stock Boom About to Bust with History Repeating Itself? | Talking Markets

EPISODE · Oct 20, 2025 · 29 MIN

AI Stock Boom About to Bust with History Repeating Itself? | Talking Markets

from Talking Markets · host Capital.com

On today's Talking Markets, host Michael Wilson and David Buik speak with Simon French, Chief Economist and Head of Research at Panmure Liberum. The main topic of discussion are the soaring AI stock valuations and why they may be echoing the dotcom bubble, trading nearly two standard deviations above their historical averages. From investor sentiment and central bank warnings to “picks and shovels” strategies like energy and utilities, we also break down what’s driving the hype and what risks lie ahead for investors betting on the AI revolution.

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AI Stock Boom About to Bust with History Repeating Itself? | Talking Markets

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