Yes, AI Is in a Bubble

But that doesn’t mean the bubble will pop soon. Ricky Mulvey and Malcolm Ethridge kick off their new show, “This Time Is Different”. They discuss: - What the Shiller PE ratio reveals about the stock market. - Circular dealmaking among AI companies. - Why Ricky is putting more of his long-term savings in cash and bonds. - Peter Lynch’s investing lessons for 2025. Hosts: Malcolm Ethridge and Ricky Mulvey Engineer: Mark Lamorgese References: Bloomberg article on the AI bubble: https://www.bloomberg.com/news/articles/2025-10-09/why-experts-are-warning-the-ai-boom-could-be-a-bubble Peter Lynch on The Compound and Friends: https://www.youtube.com/watch?v=YIlurDigZcY Learn more about your ad choices. Visit megaphone.fm/adchoices