TechBloomberg Tech1h ago
Where Do You Hide From an AI Bubble?
TL;DRAI spending may be unsustainable; experts debate when the bubble bursts.
Why it matters: Understanding AI's economic fragility helps investors position portfolios before inevitable market correction.
Merryn Somerset Webb sits down with Chris Clothier, co-chief investment officer at CG Asset Management, to discuss the fragile economics of the AI boom and what could bring the spending spree to an end. They also explore the case for inflation-linked bonds, the growing fiscal…
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