A Date With One Angry Karma: Global Markets in a Historical Bubble Territory
Category: Corporate Finance and Investment | Date: 23/09/2026 13:50 | Duration: 1hr | Tag: SEFEUK26D2S4 | Type: Webinar | Speaker: Constantin Gurdgiev
Course Details
As the focal point of AI development is shifting from the US to China, Advanced Economies are facing a crisis-Level Bubble Phase Fuelled by AI and Retail Investors' Expectations. The AI technology itself is holding a promise of significant, epoch-defining economic returns on investment. However, the timeline of these returns and their sources (economic models for AI development and deployment) are fully divorced from the financial markets' valuations of the key players in this technology segment. The crisis brewing across advanced Asian and Western markets now exceeds all prior boom-to-bust cycles known to us. And this crisis is threatening not only frontline financial services providers (investment banks, hedge funds, equity markets), but also private debt and equity investors.
The contagion from this reaches deep into pension funds. The first question today is not if the bubble will burst, but when. The impact of this bubble bursting will be virtually impossible to mitigate at both corporate finance and investment levels. The second question today is, therefore, not how to hedge this risk, but what can be done to survive the fallout.
In this session Constantin Gurdgiev will cover the following topics:
- AI and adjoining tech: the promise
- AI economics and valuations: the lure
- Investors' risk appetite: the hook
- AI sector financial reality: the set-up
- AI hype curve repricing: the reeling in
- Post-AI-bust world: the meal
Course level: All levels
This course is part of The September Fest 2026
CPD Course Speaker
Trinity Business School – Trinity College
Constantin Gurdgiev
Constantin Gurdgiev is the Associate Professor of Finance with University of Northern Colorado (USA) and an Adjunct Professor of Finance with Trinity Business School, Trinity College Dublin (Ireland, since 2000). His expertise and research are concentrated in the fields of investment markets, and geopolitical and macroeconomic risk, uncertainty and complexity analysis. Professor Gurdgiev advises a range of institutional and professional clients in the areas of macro and political risks and uncertainty analysis through his consulting practice, www.macroview.eu.
Professor Gurdgiev is a co-Founder and the Board Member of two charities working with the issues of financial empowerment in Europe and a Chairman of the Board of the Irish Mortgage Holders Organisation (https://www.mortgageholders.ie/).
In the past, Professor Gurdgiev served as Associate Professor of Finance with Middlebury College (MIIS, California, USA), the Head of Research and Partner with St Columbanus AG (Switzerland), the Head of Macroeconomics with the Institute for Business Value, IBM (U.S.), and the Director of Research with NCB Stockbrokers, Ltd (Ireland).
Professor Gurdgiev regularly contributes to a range of international financial publications, including the The Currency, International Banker, Euromoney, and other.
Professor Gurdgiev received his PhD in macroeconomics and finance from Trinity College Dublin. He and his family are currently residing in Fort Collins, Colorado, USA and Dublin, Ireland.
Professor Gurdgiev is a co-Founder and the Board Member of two charities working with the issues of financial empowerment in Europe and a Chairman of the Board of the Irish Mortgage Holders Organisation (https://www.mortgageholders.ie/).
In the past, Professor Gurdgiev served as Associate Professor of Finance with Middlebury College (MIIS, California, USA), the Head of Research and Partner with St Columbanus AG (Switzerland), the Head of Macroeconomics with the Institute for Business Value, IBM (U.S.), and the Director of Research with NCB Stockbrokers, Ltd (Ireland).
Professor Gurdgiev regularly contributes to a range of international financial publications, including the The Currency, International Banker, Euromoney, and other.
Professor Gurdgiev received his PhD in macroeconomics and finance from Trinity College Dublin. He and his family are currently residing in Fort Collins, Colorado, USA and Dublin, Ireland.