Gold’s rally, Experian & Big Tech worries: The Companies and Markets Show

Gold’s recent super rally has left investors wondering what’s coming next. Alex Hamer breaks down what is driving the surge, and the recent sell-off, whether volatility is now the norm, and what analysts’ outlook is for the yellow metal.  It’s then on to the credit scoring business Experian (EXPN). The US credit scoring market has come under scrutiny recently, and Valeria Martinez unpacks how exposed the company is and what it's doing in response. Continuing in the US, concerns persist over the world's largest economy and its reliance on tech stocks. Mark Robinson looks at what point AI needs to start delivering actual productivity gains before a correction occurs, and compares the AI boom to the dotcom era.  Timestamps  1:16 Gold  12:34 Experian 21:13 US bubble How to spot the gold price top Why a US credit score overhaul actually helps Experian Hosted on Acast. See acast.com/privacy for more information.