AI mania may be driving markets to new heights, but economist and author Dambisa Moyo argues the real question isn’t whether we’re in a tech-driven bubble—it’s what stage. Speaking with Merryn Somerset Webb, Moyo says that while valuations look stretched and investor excitement is unmistakable, there may still be a ways to go before things get bad.

Turning to the UK, Moyo, a member of the House of Lords, argues that the country’s central challenge is weak growth, held back by two chokepoints: high energy costs and underperforming capital markets that fail to attract investment or nurture emerging companies. What’s needed, she says, is not just policy fixes but a stronger, more optimistic national story that makes the UK a natural magnet for capital.

AI mania may be driving markets to new heights, but economist and author Dambisa Moyo argues the real question isn&rsquo;t whether we&rsquo;re in a tech-driven bubble&mdash;it&rsquo;s what stage. Speaking with Merryn Somerset Webb, Moyo says&nbsp;that while valuations look stretched and investor excitement is unmistakable, there may still be a ways to go before things get bad.
Turning to the UK, Moyo, a member of the House of Lords, argues that the country&rsquo;s central challenge is weak growth, held back by two chokepoints: high energy costs and underperforming capital markets that fail to attract investment or nurture emerging companies. What&rsquo;s needed, she says, is not just policy fixes but a stronger, more optimistic national story that makes the UK a natural magnet for capital.

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money

Dambisa Moyo on Why the AI Bubble Still Has Room to Grow

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8fa26085-97fc-4b2e-b9eb-b3a600b87303/transcript

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