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15 Minutes of Finance

Everyone's Scared of the AI Bubble but Ignoring the Private Equity Balloon

09 Oct 2025

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Everyone’s worried about the AI bubble, but they’re missing the real balloon quietly inflating behind the scenes; private equity. Trillions in dry powder(cash on hand), overleveraged buyouts, and inflated valuations have turned the private markets into a ticking time bomb. While retail investors chase the next AI stock, institutional portfolios haven’t been marked to reality in years. High interest rates are squeezing valuations, funds are struggling to exit deals, and liquidity risk is building beneath the surface. In this episode, we break down why private equity could be the biggest bubble in global finance, why public markets might actually be safer right now, and what this shift means for investors and the next market cycle. If you’re worried about a bubble that could make you money but ignoring the balloon that could cost you money, this conversation is for you. Watch more insights on our “15 Minutes of Finance” podcast and subscribe to our channel for weekly investing breakdowns

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