Episode
Are Markets Mispricing the Future?
- Podcast
- Agenda Dialogues
- Published
- Mar 30, 2026
- Duration seconds
- 2646
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/agenda-dialogues-4061982/episodes/are-markets-mispricing-the-future/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/agenda-dialogues-4061982/are-markets-mispricing-the-future.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
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/ Check out all our podcasts on wef.ch/podcasts : YouTube: - https://www.youtube.com/@wef/podcasts Radio Davos - subscribe : https://pod.link/1504682164 Meet the Leader - subscribe : https://pod.link/1534915560 Agenda Dialogues - subscribe : https://pod.link/1574956552