Merryn Somerset Webb speaks with Blue Whale Growth Fund Chief Investment Officer Stephen Yiu about what could derail the artificial intelligence boom — and where investors might look if it does. They discuss whether today’s enthusiasm is masking an earnings bubble, how investors can diversify beyond AI and which emerging technologies and geopolitical risks could reshape the market next.<br>See omnystudio.com/listener for privacy information.

The Stocks That Could Survive an AI Bust

Merryn Talks Money

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But if you do believe that AI is very powerful, that it's going to bring some positive to the human population across the board, I mean, obviously, there's going to be some negative as well.

The Stocks That Could Survive an AI Bust

Read the full transcript

The candid version is on a podcast,
not the earnings call.

The Stocks That Could Survive an AI Bust

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.