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Mike Dolan
Editor-at-large for Finance and Markets at Reuters and columnist for Reuters Open Interest, brought on to explain market dynamics and the economics of the AI investment boom.
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Nov 12, 2025
• 39min
Bubble talk – Part 2
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Mike Dolan, Editor-at-large for Finance and Markets at Reuters, dives into the complexities of the AI investment boom. He discusses how national security is influencing this multi-billion dollar market and the challenges in measuring AI's economic impact. The conversation touches on inequality among consumers, the balance between job creation and disruption, and the potential risks of an AI bubble bursting. With insights on tech borrowing and geopolitical concerns, Dolan warns that the implications of AI extend far beyond mere finance.
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