whether to pursue an aggressive (stock-heavy) or conservative (bond-heavy) investment strategy. if there is an ai bubble pop, it will likely bring the entire economy into a recession.
This is my biggest disagreement at the moment, and the reason is unlike 2008 or 2020, there’s no supply squeeze or financial consequences severe enough that banks start to fail, and I expect an AI bubble to look more like the 2000 bubble than the 2008 or 2020 bubbles/crises.
That said, AI stocks would fall hard and GPUs would become way, way cheaper.
This is my biggest disagreement at the moment, and the reason is unlike 2008 or 2020, there’s no supply squeeze or financial consequences severe enough that banks start to fail, and I expect an AI bubble to look more like the 2000 bubble than the 2008 or 2020 bubbles/crises.
That said, AI stocks would fall hard and GPUs would become way, way cheaper.