Show Notes
On Episode 278 of That Great Business Show, Conall Ó Móráin is joined by Aidan Donnelly, Head of Equities at Davy Private Clients, for a plain-English global market update — and a hard look at the biggest investment story of our time: artificial intelligence.
Markets have rallied. Investors have relaxed. But a simple question sits underneath it all: What happens when companies start lending money to their own customers just to keep the story going? In this episode, Aidan explains: why AI is transformative — but valuations still matter how today’s AI boom is being funded why debt is quietly replacing equity what happens when sellers subsidise buyers and why “everyone cheering” is not an investment strategy No jargon. No hype. Just a calm explanation of where risk may be building — and what investors should really be watching.
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