How to hedge your portfolio against an AI Bubble | The Economist
2026-02-14
Can you hedge against an AI bubble? Joshua Roberts, The Economist’s capital markets correspondent, and Rosie Blau, co-host of The Intelligence podcast, discuss why AI spending is making investors nervous, the lessons learned from the dot com boom and what strategies might help investors manage risk.
00:00 – Why Is investor confidence in AI wobbling?
00:31 – What’s making stock markets jittery about AI?
01:33 – What can investors do to avoid getting stuck?
02:48 – How should investors hedge risk?
04:43 – What’s the safest strategy?
Listen to the full episode: https://econ.st/4tFtKV2
How to hedge a bubble, AI edition:https://econ.st/3ZwwzKh
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