Can you hedge against an AI bubble? Joshua Roberts, The Economist’s capital markets correspondent, and Rosie Blau, co-host of The Intelligence podcast, discuss why AI spending is making investors nervous, the lessons learned from the dot com boom and what strategies might help investors manage risk. 00:00 - Why Is investor confidence in AI wobbling? 00:31 - What’s making stock markets jittery about AI? 01:33 - What can investors do to avoid getting stuck? 02:48 - How should investors hedge risk?