Are Markets Mispricing the Future?
From Agenda Dialogues by World Economic Forum
March 30, 2026 · 44 min · Season 1 · Episode 155
About this episode
The episode discusses whether the current optimism in global markets, driven by AI and growth potential, is justified amidst ongoing geoeconomic uncertainties.
Global stocks hit record highs in 2025, fuelled by the AI boom and investor optimism in future areas for growth. However, as geoeconomic uncertainty persists, along with perceived over-exuberance for select sectors, is investor optimism justified or are we in a bubble about to burst? Speakers : Mark Benedetti, Executive President, Ardian Gita Gopinath, Gregory and Ania Coffey Professor of Economics, Harvard University Jonathan Ferro, Anchor, Bloomberg Bonnie Y Chan, Chief Executive Officer, Hong Kong Exchanges and Clearing (HKEX) Sergio P. Ermotti, Group Chief Executive Officer, UBS Robin Vince, Chief Executive Officer, BNY This is the full audio from a session at the Annual Meeting 2026 in Davos. Watch it here: https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/are-markets-mispricing-the-future/ Check out all our podcasts on wef.ch/podcasts : YouTube: - https://www.youtube.com/@wef/podcasts Radio Davos - subscribe : https://pod.link/1504682164 Meet the Leader - subscribe : https://pod.link/1534915560 Agenda Dialogues - subscribe : https://pod.link/1574956552
People in this episode
Host: Jonathan Ferro
Guests: Mark Benedetti, Gita Gopinath, Bonnie Y Chan, Sergio P. Ermotti, Robin Vince
Topics covered
- market analysis
- geoeconomic uncertainty
- AI boom
- investor optimism
- economic bubble
Keywords
- global stocks
- AI boom
- investor optimism
- economic bubble
- geoeconomic uncertainty
Mentioned in this episode
Organizations: Ardian, Harvard University, Bloomberg, Hong Kong Exchanges and Clearing (HKEX), UBS, BNY
Places: Davos
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