{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/5f6db0ab2dc2346e2dd1a808/694e99d06d80a931eb0a7fb8?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Episode 278: Is AI the next boom — or are we lending money to ourselves?","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/5f6db0ab2dc2346e2dd1a808/1766758625244-6df8f02b-1231-4717-9621-04c3d7a74705.jpeg?height=200","description":"<p>On Episode 278 of <em>That Great Business Show</em>, Conall Ó Móráin is joined by <strong>Aidan Donnelly</strong>, Head of Equities at <strong>Davy Private Clients</strong>, for a plain-English global market update — and a hard look at the biggest investment story of our time: artificial intelligence.</p><p><br></p><p>Markets have rallied.</p><p>Investors have relaxed.</p><p>But a simple question sits underneath it all:</p><p>What happens when companies start <strong>lending money to their own customers</strong> just to keep the story going?</p><p>In this episode, Aidan explains:</p><ul><li>why AI is transformative — but valuations still matter</li><li>how today’s AI boom is being funded</li><li>why debt is quietly replacing equity</li><li>what happens when sellers subsidise buyers</li><li>and why “everyone cheering” is not an investment strategy</li></ul><p>No jargon. No hype.</p><p>Just a calm explanation of where risk may be building — and what investors should really be watching.</p><p><br></p><p>Powered by <strong>De Facto Shaving Oil</strong> — the all-Irish, all-natural shave, made in Mayo and sold worldwide.</p><p>If you found this useful, share it with <strong>one other business owner or investor</strong>.</p><p>That’s how we grow our tribe.</p>","author_name":"Conall Ó'Móráin"}