AI is transforming the world – but does that automatically make it a good investment?
In this episode of Investing Unlocked Extra, Georgie Frost is joined by Andrew Oxlade, Director at Fidelity Personal Investing, to unpack one of the biggest questions facing investors today.
Are AI stocks genuinely worth their eye-watering valuations, or are we seeing echoes of the dot-com bubble? And if you're invested in a pension, ISA or global tracker fund, how much AI exposure do you already have without realising it?
Together, they explore whether Nvidia, SpaceX and the Magnificent Seven have become too dominant, how to assess AI valuations, why passive investing may be increasing concentration risk and whether now is the time to rebalance your portfolio. They also discuss active versus passive investing, diversification, FOMO, market psychology and the practical steps investors can take to manage risk while staying invested.
Whether you're excited by AI or worried you've become overexposed, this episode will help you understand the opportunities, the risks and what they could mean for your portfolio.
Please remember: this podcast is for information and educational purposes only and does not constitute financial advice.
Capital is at risk.
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What is Investing Unlocked?
Investing Unlocked is a smart, straight-talking podcast that decodes the jargon for people who want to make more of their money and understand what really drives investment performance.
Join Georgie Frost, multi-award-winning financial broadcaster, with regular guest Simon Lambert, alongside an impressive lineup of leading financial experts, as they go beyond the latest finance stories to explore the building blocks of investing, the behaviour behind it, the history that shaped it, and the big ideas influencing what happens next.
As investing moves to the centre of financial life in 2026, the show invites in the people traditional finance has left behind.
Investing Unlocked is sponsored by PensionBee.