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About this episode
Global stocks hit record highs in 2025, fuelled by the AI boom and investor optimism in future areas for growth.
However, as geoeconomic uncertainty persists, along with perceived over-exuberance for select sectors, is investor optimism justified or are we in a bubble about to burst?
Speakers:
Mark Benedetti, Executive President, Ardian
Gita Gopinath, Gregory and Ania Coffey Professor of Economics, Harvard University
Jonathan Ferro, Anchor, Bloomberg
Bonnie Y Chan, Chief Executive Officer, Hong Kong Exchanges and Clearing (HKEX)
Sergio P. Ermotti, Group Chief Executive Officer, UBS
Robin Vince, Chief Executive Officer, BNY
This is the full audio from a session at the Annual Meeting 2026 in Davos. Watch it here: https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/are-markets-mispricing-the-future/
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