HeyJaredGeorge Athanassakos
- Indexed articles, last 90 days
- 5
- Latest publication
- Sep 3, 2026
- Outlet visibility, for Theglobeandmail
- Top 10K sites
- Earliest in this view
- Jul 15, 2026
Latest articles
Bessent’s revisit of ‘Operation Twist’ will be a failure (opens the original)
Read excerpt
George Athanassakos is a Professor of Finance and holds the Ben Graham Chair in Value Investing at the Ivey Business School, Western Ontario. His latest book is titled “Value Investing: From Theory to Practice”. U.S. Treasury Secretary Scott Bessent surprised financial markets on Aug. 19 by announcing that the Treasury would double the size of its bond buyback program starting next month to US$4-billion an operation from US$2-billion. These long-bond purchases will be financed by issuing short-t
Why the AI investment cycle, which works today, may turn into a trap (opens the original)
Read excerpt
Is there a bubble in the shares of artificial-intelligence companies? In the short run, maybe not, but investors need to focus in the long run as trillions of dollars are at risk and a possible burst of the bubble may hinder economic growth for years to come. For the disciplined investor, current liquidity is no replacement for a sizable margin of safety. It is true that AI companies nowadays have proven track records of growth and cash-flow generation, which was not the case in the late 1990s.
Canadians are invested in the wrong segment of AI – without even knowing it (opens the original)
Read excerpt
In our last column, we made two arguments about which artificial intelligence companies will eventually emerge as losers. First, OpenAI and Anthropic are the most financially fragile companies in the AI sector. That’s because they are single-product entities selling a commoditized product into a market with free open-source models, financed by recurring capital needs that assume a profitability they have not yet shown. Secondly, these are the most likely companies to go to zero just as they are
Why the bursting of the AI bubble would be a much more worrisome event than many people think (opens the original)
Read excerpt
When it comes to the AI boom there are two questions that come to mind. The first is, will it burst? The second and more interesting question, however, is, will the sectoral event eventually turn out to be a systemic event? If the sectoral event does not scare you, the systemic event will knock your socks off. To determine the possibility that the bubble will burst, let’s examine what history is telling us when it comes to industries that went through boom-bust cycles, and draw similarities with
How to determine the winners and losers of AI (opens the original)
Read excerpt
It seems that all investors worry about these days is whether there is an AI-driven bubble in the U.S. market, and if so when it will burst. But the more interesting question is, assuming this is the case, who among the AI companies are going to be the winners and who will be the losers? How can you avoid being the greater fool at the top of it? Is there a way to determine this? We think there is. Think of AI not as a product but as a stack of dependent layers, the way the early internet had its
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
Top 10K sites
For Theglobeandmail, the outlet · Measured Aug 1, 2026
Website popularity band, not a count of readers or article views.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.