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Podcast: Market Matters from New York Life Investment Management
Episode: Is AI in a bubble? It’s a marathon, not a sprint (November 3, 2025)
Description: AI’s market dominance and transformative potential are undeniable - but is the pace of AI investment sustainable? This week, Lauren Goodwin and Julia Hermann deconstruct the question they’re asked most frequently, with an eye on short-term shifts in the AI investment thesis that may affect long-term conviction.