Are We in an AI Bubble? What It Means for Your Pension
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Are We in an AI Bubble? What It Means for Your Pension
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Pull up your pension. If you hold an S&P 500 fund, around a third of it sits in just seven companies, and even a "global" tracker has roughly a fifth in those same names. Those seven drove about three-quarters of the market's gains from 2022 to 2025. So are we in an AI bubble, and is it about to pop?
Gareth and Chris won't pretend to call it. Instead, they look at what history does to a portfolio this concentrated and how to protect yourself either way.
In this episode:
- The difference between a correction, a crash and a bubble bursting
- Why dot-com took 15 years to recover, and why today's tech giants look different
- Nvidia's paradox: a $5tn company that's getting cheaper as it grows
- The SpaceX IPO, and why you might own it within a week (or never)
- The data centre spending boom and the "capex air pocket" risk
- Is AI actually taking jobs yet?
- Gareth vs Chris: is the S&P right to keep unprofitable giants out?
The real lesson? The danger isn't "AI". It's concentration.
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Serious Money is for education only and is not financial advice. Investments can go down as well as up.