03.04. Is AI in a bubble?
From IA talks AI by The Investment Association
November 10, 2025 · 28 min · Season 3 · Episode 4
About this episode
This episode explores the debate around the existence of an AI bubble and its potential impact on investment management.
With talk of AI bubbles at every turn, in this episode we sit down with Rachel Baxter of Vanguard to examine the case both for and against there being an AI bubble and explore what the implications of a bubble bursting would be. We also manage to squeeze in a few bonus questions on the role of AI in investment management!
People in this episode
Guest: Rachel Baxter
Topics covered
- AI bubble
- investment management
- financial implications
- technology trends
- market analysis
Keywords
- AI
- bubble
- investment
- management
- Vanguard
- financial implications
- technology
Mentioned in this episode
Organizations: Vanguard
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