Denise Chisholm's sector and factor perspectives – November 6, 2025
Description
Concerns about an A.I. bubble are dominating media coverage across platforms. And the big debate? Whether we’re actually in one. Today's guest argues that the “A.I. bubble” narrative simply doesn’t match the data. So what are today’s underlying financial conditions showing us - especially compared to the dot-com era? And why is that distinction the key to her thesis? Joining this episode to walk us through the data and what it means for investors today is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.
Recorded on November 6, 2025.
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