History tells us something uncomfortable: revolutions are real, bubbles are real, and sometimes they happen at the same time. As the global markets grapple with the "AI moment," many are left questioning whether we are witnessing a fundamental shift in human capability or a speculative fever.
In this episode of A Bit Personal, Jodi Shelton hosts a high-level masterclass with two Wall Street titans who have navigated the most volatile cycles and bubbles of the last 30 years: Mark Edelstone, Managing Director, and Colin Stewart, Managing Director and Vice Chairman of Morgan Stanley.
As the primary architects behind some of the largest IPOs and mergers and acquisitions in tech history, Mark and Colin pull back the curtain on "this moment." They share their unique vantage point on how to navigate the most complex industry on the planet, offering a candid assessment of where we truly stand in the cycle and what the current semiconductor boom means for global markets and the future world order.
The Architects of Value: Morgan Stanley Masterclass on the Semi Conductor Market
Jodi Shelton hosts a high-level masterclass with two Wall Street titans who have navigated the most volatile cycles and bubbles of the last 30 years
