Caroline Hyde

speaker

8,902 appearances 181 recordings 4 series first heard Aug 2025 last heard 12 Jun

Caroline Hyde’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 179 in all, peaking in Jan 2026 with 39.

Appearances

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Bloomberg Tech · Investors Await Nvidia’s Earnings, Anthropic Loosens Safety Policy · 25 Feb 2026 podcast

economy and equity markets.

But at the moment, Marta, everyone's worrying that it's too effective.

The bullishness has become bearishness.

Where do you sit on that?

I mean, it feels as though when we look at AI, everything is a loser.

Investors have lost confidence in the epicenter of the AI trade, the hyperscalers, NVIDIA, Meta.

And at the same time, they're questioning how effective and how profound AI will be in disrupting all these other industries.

So we're kind of in a contradictory phase when it comes to AI at the moment.

I do think this opens up opportunity.

I think it opens up opportunity among the AI community.

AI A-list names.

And I also think it opens up opportunity in some of these disrupted industries.

When you say opportunity, you mean start to catch the falling knife, start to perhaps add to your investments in companies that are beaten up?

Yes, absolutely.

And the falling knife narrative is especially important because it is a bit dangerous.

We are looking at a transformative technology and we don't exactly understand what that terminal value looks like because we don't understand how these business models will completely evolve.

But I think if we have a base case expectation that we're seeing AI integration, then I think you can think of some of these companies as maybe survivors or even thrivers.

I'm reading our markets wrap on Bloomberg, and they're painting a picture where if NVIDIA earnings are really strong, that will carry the market for the rest of the week and maybe further afield.

It will be good, let's say, for the NASDAQ 100.

But if they are too strong, then we'll go back to the idea that AI is coming for software, as an example.

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