AI: Boom, Bubble or Both?
From CommBank View: Economics & Markets by LiSTNR
March 10, 2026 · 33 min · Season 2 · Episode 1
About this episode
The episode discusses whether artificial intelligence is an economic bubble or a breakthrough for global growth, featuring insights from CommBank's Chief Economist Luke Yeaman.
Artificial intelligence is dominating headlines, but is it the next economic bubble or a breakthrough that could power global growth for decades? In this episode of CommBank View: Economics & Markets, host Mandy Drury speaks with CommBank Chief Economist Luke Yeaman about the forces driving the AI boom. From huge investments in data centres to the US-China AI race, hear how AI could deliver a long-awaited productivity boost and reshape economies worldwide, including in Australia. Luke explains why AI could help offset major global headwinds, from geopolitical tensions to ageing populations, and what it might mean for interest rates, investment, and the future of work. Plus, CommBank's Carol Kong shares the three things set to move markets this week. This podcast is not investment research and is for informational purposes only. Please visit www.commbankresearch.com.au for the full report and the full disclaimers. Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before…
People in this episode
Host: Mandy Drury
Guest: Luke Yeaman
Topics covered
- artificial intelligence
- economic growth
- global markets
- productivity
- geopolitical tensions
- investment
Keywords
- AI
- economic bubble
- global growth
- productivity boost
- investment
- interest rates
- US-China AI race
Mentioned in this episode
Organizations: CommBank, Global Economic & Markets Research, Commonwealth Bank of Australia
Places: Australia, US, China
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