The Active Share cover image

The Active Share

Did the AI Bubble Burst?

Jan 28, 2025
36:54

Is it possible to identify a market bubble before it bursts? On this episode of The Active Share, Hugo welcomes James Mackintosh, senior market columnist at The Wall Street Journal, for a deep dive into the current state of the U.S. equity market. Together, they explore the impact of artificial intelligence (AI) and U.S. exceptionalism in today’s global economy and explore strategies for identifying compelling investment opportunities and navigating uncertainty in a rapidly evolving landscape.

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