How to hedge your portfolio against an AI Bubble | The Economist

Can you hedge against an AI bubble? Joshua Roberts, The Economist’s capital markets correspondent, and Rosie Blau, co-host of The Intelligence podcast, discuss why AI spending is making investors nervous, the lessons learned from the dot com boom and what strategies might help investors manage risk. 00:00 - Why Is investor confidence in AI wobbling? 00:31 - What’s making stock markets jittery about AI? 01:33 - What can investors do to avoid getting stuck? 02:48 - How should investors hedge risk? 04:43 - What’s the safest strategy? Listen to the full episode: https://econ.st/4tFtKV2 How to hedge a bubble, AI edition:https://econ.st/3ZwwzKh Subscribe: https://www.economist.com/subscribe Download the App: https://www.economist.com/get-the-app Instagram: https://www.instagram.com/theeconomist/ Facebook: https://www.facebook.com/TheEconomist/ X:https://x.com/TheEconomist #TheEconomist #AI #Stocks