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 matterhow today’s AI boom is being fundedwhy debt is quietly replacing equitywhat happens when sellers subsidise buyersand why “everyone cheering” is not an investment strategyNo jargon. No hype.Just a calm explanation of where risk may be building — and what investors should really be watching.Powered by De Facto Shaving Oil — the all-Irish, all-natural shave, made in Mayo and sold worldwide.If you found this useful, share it with one other business owner or investor.That’s how we grow our tribe.Find all episodes at www.ThatGreatBusinessShow.com Hosted on Acast. See acast.com/privacy for more information.

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