When AI Becomes The Market
46:39–47:29 · 50s
Kai warns the S&P’s concentration in AI-linked giants creates a single-theme market; Ben adds that if AI spend pulls back, a recession and bear market could hit simultaneously.
46:39–47:29 · 50s
Kai warns the S&P’s concentration in AI-linked giants creates a single-theme market; Ben adds that if AI spend pulls back, a recession and bear market could hit simultaneously.
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