AI का बुलबुला कब फूटेगा? – रुचिर शर्मा

In Good Company with Nicolai Tangen

Norges Bank Investment Management

In Good Company, Business, Norges Bank, Nicolai Tangen

4.8 • 186 Ratings

🗓️ 12 December 2025

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

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Summary

निकोलाई टैंगेन प्रसिद्ध अर्थशास्त्री और What Went Wrong with Capitalism के लेखक रुचिर शर्मा के साथ बातचीत करते हैं। वे मिलकर उन शक्तियों पर चर्चा करते हैं जो वैश्विक बाजारों को बदल रही हैं—अमेरिका की वृद्धि में AI की भूमिका, इस साल यूरोप और चीन के बेहतर प्रदर्शन के कारण, और वैश्विक बाजारों की बदलती गतिशीलताएँ। रुचिर गुणवत्ता वाले स्टॉक्स, ब्याज दरों, टैरिफ़ और टेक बबल के संभावित फटने के समय पर साहसिक भविष्यवाणियाँ भी साझा करते हैं।

When will the AI bubble burst? - Ruchir Sharma

Nicolai Tangen sits down with Ruchir Sharma, renowned economist and author of What Went Wrong with Capitalism, to dissect the forces reshaping global markets. They discuss AI's dominance in US growth, why Europe and China have outperformed America this year, and the shifting dynamics of global markets. Ruchir shares bold predictions on quality stocks, interest rates, tariffs, and when the tech bubble might burst.

For english version, tune in on YouTube: https://youtu.be/zOOgmOKEZnw

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Transcript

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0:00.0	Hi everybody and is a big question with Ruchir Sharma with. And it's a fake background, but it's actually is. It's a green screen with it. It's a very beautiful. Yeah, it's very beautiful is a lot of a great-comal think, and we've met last year and we've talked to what went wrong with capitalism Now, now a year and wow, the world has been there, so's the thing is, what's the past 12 months
0:39.3	in capitalism with what has?
0:41.3	Okay, I'm
0:43.3	like it's a little a nirash-jinnak
0:45.3	is, because every
0:47.3	there is, like,
0:48.3	it's a government's
0:49.3	going to be going to
0:50.3	have.
0:51.3	We have here,
0:52.3	U.S. in a new
0:53.3	government, then I think that the old thing that
0:57.0	the government is just a very
0:59.0	work to go to the way to go to
1:01.0	go to the road to go to
1:03.0	that's now,
1:04.0	now,
1:05.0	now,
1:06.0	now,
1:08.0	the now,
1:09.0	the current government
1:10.0	the deregulation on doing that I'm that is very positive but then-be-heed-heed that you have you need to be in when it's a lot of the money. And Federal Reserve also, as a problem is, biaj-dra-en-gut-an-chatt-a-he. I'm the case from the same this it's a samanata which I have in my book in a lot of often often written about that's you can't you can't take up, other the other side, the danger-sam-samash--samash-o-sim-s system in, and this is I think of me, but you're thinking to keep that very that is in the system and this the way this is
	...

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