# How AI shockwaves ripple through financial markets

Page: https://stenobird.com/podcast/the-big-view-6037663/how-ai-shockwaves-ripple-through-financial-markets
Text version: https://stenobird.com/podcast/the-big-view-6037663/how-ai-shockwaves-ripple-through-financial-markets.md
Podcast: [The Big View](https://stenobird.com/podcast/the-big-view-6037663)
Published: 2026-02-17T05:14:00+00:00
Episode link: https://pdst.fm/e/traffic.megaphone.fm/THRH7277767121.mp3
Audio file: https://pdst.fm/e/traffic.megaphone.fm/THRH7277767121.mp3
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Duration seconds: 2103

## Resource

Big Tech is splurging around $700 bln on artificial intelligence investments this year, while others are braced for disruption. In this episode of The Big View, Peter Thal Larsen talks to Andrew Sheets, Morgan Stanley’s head of fixed income research, about what happens next. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

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## Transcript

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