‘What you don’t know is greater than anything you do know’: How Ray Dalio would build a portfolio to withstand a popping AI bubble
THE SO WHAT
Institutional money is openly gaming out an AI bubble pop — shifting toward inflation hedges and underappreciated AI beneficiaries. If you're raising or planning capex on an AI story, assume more scrutiny on cash flows, cyclicality, and exposure to a sentiment reversal over the next 12–24 months.
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