Go to series
Agenda Dialogues

Are Markets Mispricing the Future?

Global stocks hit record highs in 2025, fuelled by the AI boom and investor optimism in future areas for growth.

However, as geoeconomic uncertainty persists, along with perceived over-exuberance for select sectors, is investor optimism justified or are we in a bubble about to burst?

This is the full audio from a session at the Annual Meeting 2026 in Davos. Watch it here:

Guests:

Mark Benedetti

Executive President, Ardian

Bonnie Y Chan

Chief Executive Officer, Hong Kong Exchanges and Clearing (HKEX)

Sergio P. Ermotti

Group Chief Executive Officer, UBS

Jonathan Ferro

Anchor, Bloomberg

Gita Gopinath

Gregory and Ania Coffey Professor of Economics, Harvard University

Robin Vince

Chief Executive Officer, BNY

Topics:
Economic Growth
Share:

More episodes:

Podcasts

From $100 Oil to Extreme Heat: Can Technology Reduce Energy Vulnerability?

Podcasts

Renminbi and the World

World Economic Forum logo

Forum Stories newsletter

Bringing you weekly curated insights and analysis on the global issues that matter.

Subscribe today

More on Economic Growth
See all

We’re getting older faster. Here’s why that might not spell economic decay

John Letzing

September 18, 2026

Extreme heat is breaking critical infrastructure. Can we adapt in time?

2:20

These are the 10 most gender-equal countries in the world

About us

More from the Forum

Engage with us

Quick links

Language editions

Privacy Policy & Terms of Service

Sitemap

© 2026 World Economic Forum