
Are AI stocks the new railroad bonds?
From Unhedged by Financial Times & Pushkin Industries
May 5, 2026 · 19 min
About this episode
The episode discusses the parallels between today's AI-driven stock market and historical financial trends, featuring insights from Robin Wigglesworth, Katie Martin, and Rob Armstrong.
Transformative technologies create speculative frenzies. Robin Wigglesworth, host of the new FT podcast The Story of Money , joins Katie Martin and Rob Armstrong to talk about what financial history can teach us about today’s AI-driven stock market. Also, we go short GameStop’s attempt to acquire eBay, and long tiny ice cream treats. Subscribe to The Story of Money wherever you get your podcasts, and on the show's dedicated YouTube channel here . Learn more at ft.com/tsom . For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer . You can email Robert Armstrong and Katie Martin at unhedged@ft.com . Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
People in this episode
Host: Robin Wigglesworth
Guests: Katie Martin, Rob Armstrong
Topics covered
- AI stocks
- financial history
- speculative frenzies
- stock market
- GameStop
- eBay
- investing
Keywords
- AI stocks
- financial history
- speculative frenzies
- GameStop
- eBay
- investing
- stock market
Mentioned in this episode
Organizations: Financial Times, Pushkin Industries, The Story of Money, GameStop, eBay
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