Blue Whale’s Stephen Yiu on Investing Beyond AI | Merryn Talks Money
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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. 00:00 Interview with Blue Whale’s Stephen Yiu 02:08 Why the AI boom could disappoint 11:33 Is there an AI earnings bubble? 13:21 How to diversify away from AI 14:56 Why Stephen Yiu is buying gold miners 22:05 Healthcare, GLP-1s and the next growth story 30:40 Quantum computing and the biggest risks ahead Sign up for the Merryn Talks Money newsletter: https://www.bloomberg.com/account/newsletters/merryn-talks-money Sign up for the Money Distilled newsletter https://www.bloomberg.com/account/newsletters/money-distilled Watch Bloomberg Vodcasts: https://www.youtube.com/playlist?list=PLe4PRejZgr0MS0
Tags: Bloomberg, Bloomberg News, Bloomberg Podcasts, Merryn Webb, Stephen Yiu (Blue Whale), Stock Market, Vodcast, artificial intelligence, interview, nvidia, podcast, quantum computing
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