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This episode was recorded on 21 May 2024 and therefore does not reflect any events after this date.
In this week’s episode, Jacob Shah and Laasya Shekaran chat to Torsten Sløk, Partner and Chief Economist at Apollo. With Torsten, we discuss whether markets are currently in a bubble, how this is related to AI and inflation, and the current challenges being faced by central banks.
Before we interview Torsten, Jacob talks to Tom Porter, Strategy Direct and Partner at LCP, on Population 2050. We find out what it is, why it matters that we understand where the future is taking us, and the key areas we’re thinking about at LCP.
In part one of our interview with Torsten we discuss:
- What is a market bubble and how it is defined.
- The 1990s Tech Bubble, what companies looked like then and the similarities / differences to today’s AI bubble.
- Whether we’re in a bubble today and what could cause the bubble to burst.
Listen to next week’s episode to hear part two of our interview with Torsten, where we’ll be talking about inflation and interest rates.
Each LCP Investment Uncut podcast is for information and marketing purposes only and does not constitute any form of investment or financial advice or a financial promotion (under the Financial Services and Markets Act 2000). All views expressed by the podcast hosts and guests are purely their own opinions and do not represent those of LCP, its clients or affiliates. Our podcast listeners should always seek independent financial or legal advice before making any financial or investment decisions. Please refer to the Legal Notices section on the LCP website for further information.
