Is the AI Bubble Popping? Market Sell-off & Live Q&A

Is the AI trade finally unravelling? Between brutal double-digit drops across key semiconductor names, a sliding Nasdaq, and even broad global funds losing over 4% in a single week, tech valuations and AI capex are facing a major reality check. Are we looking at a healthy pullback or the start of a deeper tech unwind? Join Ramin live as he cuts through the market noise, dissects the tech sell-off, and answers your investing questions at 7pm UK time on Thursday, 12th November.

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0:00 Welcome
2:13 Poll: how often do you check your portfolio?
3:56 Why Nvidia matters: 4-5% of every global index
5:51 Nvidia's fall from $239
7:18 The same stupendous business
10:33 Semis down 20%, a global index down 3%
12:23 Europe and India rally, Korea slumps
13:49 Value and low volatility win
15:07 Gilts, Treasuries and oil
17:05 Poll result: half of you check every day
18:37 Q&A begins
19:35 Gold: still above fair value
22:09 The S&P 500 at 18 times earnings
26:19 No Mr Bond, I expect you to reduce volatility
28:37 Rates up and gilt prices up?
33:07 A 7.75% corporate bond: judging the risk
38:12 How much cash do I keep?
40:37 Is the AI bubble popping?
44:51 Corporate bond funds and credit spreads
48:16 How has my fun portfolio done?
50:24 Invest weekly or monthly? Vanguard on cash drag
56:32 Primary Health Properties
1:00:38 A birthday shout-out
1:01:07 Wrap-up: don't sell in a crisis

DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.

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