Veteran market strategist Albert Edwards says we’re in a full-blown AI bubble—one powered by a story so seductive even skeptics are getting swept up. On this week’s Merryn Talks Money, the Société Générale global strategist explains why today’s tech optimism echoes the 1990s mania and warns that both earnings and valuations may be more fragile than they seem. His message: enjoy the ride, but stay near the exits—and maybe keep an eye on gold.

Don't forget to sign up for our live podcast taping in London on November 27:
https://go.bloomberg.com/attend/invite/post-budget-merryn-talks-money/

Veteran market strategist Albert Edwards says we&rsquo;re in a full-blown AI bubble&mdash;one powered by a story so seductive even skeptics are getting swept up. On this week&rsquo;s&nbsp;Merryn Talks Money, the Soci&eacute;t&eacute; G&eacute;n&eacute;rale global strategist explains why today&rsquo;s tech optimism echoes the 1990s mania and warns that both earnings and valuations may be more fragile than they seem. His message: enjoy the ride, but stay near the exits&mdash;and maybe keep an eye on gold. Don't forget to sign up for our live podcast taping in London on November 27: <a href="https://go.bloomberg.com/attend/invite/post-budget-merryn-talks-money/" data-destination="rte:bind">https://go.bloomberg.com/attend/invite/post-budget-merryn-talks-money/</a>

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

Yes It’s an AI Bubble. Here’s Why (with Albert Edwards)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1e8b8654-3673-4dc0-85ca-b390016e4b0a/transcript

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