AI is a bubble, and figuring out exactly when it's going to burst is really hard: GMO's Ben Inker
Youtube·2025-12-19 17:15

Our next guest does believe that there is in fact some good signs for 26. Joining us here at Post 9 today is GMO's co-head of asset allocation, Ben Ink. Ben, welcome.It's good to have you. >> Thanks very much for having me. >> What What do you think at least the first half looks like >> of 2026.Uh, you know, we're nervous because the US market is very expensive and very reliant on the AI trade. Uh, I'm actually more worried about what happens after the the giant IPOs that people are talking about come to ma ...