Why we are not in an AI bubble – yet

Is the AI bubble about to burst or is the boom only just beginning? As investors pile into AI stocks, tech valuations soar and central banks raise interest rates, comparisons with the dotcom crash are growing. But are we really heading for another market meltdown?

To make sense of it all, Michael Simmons speaks to Giulio Bertini, a former European Central Bank employee and hedge fund trader – author of Ten Moments That Defined Markets – about the extraordinary rise and collapse of the dotcom bubble. They discuss the similarities with today’s AI boom, why he actually believes the market still has further to run – and what there is to be positive about the British approach to AI.

You can find Giulio’s book Ten Moments That Defined Markets here.

Produced by Patrick Gibbons and Henry Lloyd.