James St. Aubin Featured in Barron’s on AI Market Risks and Bubble Concerns
AI has been one of the biggest drivers of market enthusiasm this year, but with rapid growth comes important questions about concentration risk and investor sentiment.
In a recent Barron’s roundtable, our CIO James St. Aubin weighed in on whether today’s AI surge resembles past bubbles and why caution may be warranted amid rising optimism.
James highlights the parallels between today’s excitement and previous market cycles, noting that while innovation is real, unbridled optimism around unproven technology can create familiar risks. He also points to signs of discipline fading as investment in AI infrastructure accelerates: a dynamic worth watching closely.
Read James’ full perspective in Barron’s:
The thoughts and opinions expressed in the article are solely those of the person speaking as of 11/18/2025, and are provided for informational purposes only. Any opinion or estimate contained in this article is made on a general basis and is not to be relied upon by the reader as advice. The reader must make his/her own assessment of the relevance, accuracy, and adequacy of the information contained in this article, and make such independent investigations as he/she may consider necessary or appropriate for the purpose of such assessment.
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