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GlobalData TS Lombard: Perkins Vs Beamish

The AI Bubble Timeline

Freitag, 19. September 2025 · 47 min

MP3

Shownotes

When it bursts, will it crash the economy?
Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:
1) Is the Labour market starting to crack?
2) Are bonds and equities saying completely different things about the macro outlook?
3) Is AI a bubble (and could it crash the economy)?

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