7 Minutes on Markets

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7IM, in partnership with Rockhold Asset Management

10 November 2025

7m 50s

10/11/2025 | AI Bubble: Bursting or Balancing?

00:00

07:50

In this podcast episode, Ben Kumar and Sam Hannon delve into the current market dynamics amidst AI investments and a prolonged US government shutdown. They discuss investors' concerns over the viability of hefty AI spending by tech giants like Google and Meta, which have started to borrow through corporate bonds.