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pat_k

(12,342 posts)

32. Yep. As Prof G describes, America is essentially an all in bet on AI, with circular deals artificially inflating values

Reply to hunter (Reply #18)

Wed Oct 29, 2025, 10:33 PM

Oct 29

No Mercy No Malice @profgalloway
Scott Galloway
How Does the End Begin
https://www.profgalloway.com/how-does-the-end-begin/

He's not giving financial advice, but he did mention what he'd been doing in Oct 15th's Raging Moderates podcast:

This is not financial advice, because this is a political show, but what I am actually doing with my own personal finances is I'm rotating out of U.S. and tech stocks into European and Latin American stock. So, you always want to be in the market. You want to be in low-cost funds. But America is the largest economy in the world right now. I think it is accurate to say it's a bet on AI and the sustained crazy, frothy market valuations. I definitely think we could see a significant draw-down here that would have global implications.

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Highlight:

When does the Stock Market Crash? [View all] Chasstev365 Oct 29 OP

Trump will Jerry2144 Oct 29 #1

Yes, there absolutely no limits PatSeg Oct 29 #3

People here have been predicting for months and months that it will happen any day MichMan Oct 29 #2

Nope- just keeping things balanced and diversified Fiendish Thingy Oct 29 #15

I exchanged my more volatile investments CanonRay Oct 29 #34

When financial underpinnings of the Trump economy are worse than AI growth prospects bucolic_frolic Oct 29 #4

Up 20k points since 2019 OC375 Oct 29 #5

I switched my 401K from a retirement target date fund Karma13612 Oct 29 #6

So did I. no_hypocrisy Oct 29 #16

I laddered CDs KentuckyWoman Oct 29 #17

Yes, I am looking Karma13612 Oct 29 #21

You could get an FDIC-protected CD and ... Dave says Oct 29 #26

Thank you for this! Karma13612 Oct 29 #29

Same here. GoodRaisin Oct 30 #37

a sign of extreme wealth inequality DBoon Oct 29 #7

This message was self-deleted by its author Midnight Writer Oct 29 #8

Great Points ProfessorGAC Oct 29 #9

Exxon is down because oil is down. Melon Oct 29 #31

And? ProfessorGAC Oct 30 #38

This is absolutely not true. Every section (11 in total) are all up this year Melon Oct 29 #19

Thanks, Melon. I'll delete my post. Midnight Writer Oct 29 #20

Whenever the AI bubble bursts D_Master81 Oct 29 #10

Just about anything could spook investors Fiendish Thingy Oct 29 #11

Who knows? Timing the market is a fool's errand fujiyamasan Oct 29 #12

80% of the run up edhopper Oct 29 #13

I am assuming rate cuts and Ai job trimming Johonny Oct 29 #23

Tech bubble is ready Blue Full Moon Oct 29 #14

When Nvidia... hunter Oct 29 #18

Yep. As Prof G describes, America is essentially an all in bet on AI, with circular deals artificially inflating values pat_k Oct 29 #32

Today was a nutty day Johonny Oct 29 #22

When the AI bubble bursts krawhitham Oct 29 #24

November? Captain Zero Oct 29 #25

There is so much global wealth sloshing around, it has to go somewhere jmbar2 Oct 29 #27

Don't know when, but Prof G sets out how the end will begin: pat_k Oct 29 #28

Yes, it's a bubble. Money chasing money, and the "best outcome" I can see for AI is in specialized verticals, where it's usonian Oct 29 #33

I wish I could comment on all of this lapfog_1 Oct 29 #30

AI companies are reporting huge profits. It's a bubble but kinda different from 1999. Quixote1818 Oct 29 #35

When all the missing economic data is finally released, and it's horrific even with manipulation. Doodley Oct 30 #36

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