General Discussion

pat_k

(12,190 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, 11:33 PM

13 hrs ago

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.

Edit history

Please sign in to view edit histories.

Recommendations

0 members have recommended this reply (displayed in chronological order):

38 replies

= new reply since forum marked as read

Highlight:

When does the Stock Market Crash? [View all] Chasstev365 19 hrs ago OP

Trump will Jerry2144 19 hrs ago #1

Yes, there absolutely no limits PatSeg 19 hrs ago #3

People here have been predicting for months and months that it will happen any day MichMan 19 hrs ago #2

Nope- just keeping things balanced and diversified Fiendish Thingy 17 hrs ago #15

I exchanged my more volatile investments CanonRay 13 hrs ago #34

When financial underpinnings of the Trump economy are worse than AI growth prospects bucolic_frolic 19 hrs ago #4

Up 20k points since 2019 OC375 18 hrs ago #5

I switched my 401K from a retirement target date fund Karma13612 18 hrs ago #6

So did I. no_hypocrisy 16 hrs ago #16

I laddered CDs KentuckyWoman 15 hrs ago #17

Yes, I am looking Karma13612 14 hrs ago #21

You could get an FDIC-protected CD and ... Dave says 14 hrs ago #26

Thank you for this! Karma13612 13 hrs ago #29

Same here. GoodRaisin 10 hrs ago #37

a sign of extreme wealth inequality DBoon 18 hrs ago #7

This message was self-deleted by its author Midnight Writer 18 hrs ago #8

Great Points ProfessorGAC 17 hrs ago #9

Exxon is down because oil is down. Melon 13 hrs ago #31

And? ProfessorGAC 7 hrs ago #38

This is absolutely not true. Every section (11 in total) are all up this year Melon 15 hrs ago #19

Thanks, Melon. I'll delete my post. Midnight Writer 14 hrs ago #20

Whenever the AI bubble bursts D_Master81 17 hrs ago #10

Just about anything could spook investors Fiendish Thingy 17 hrs ago #11

Who knows? Timing the market is a fool's errand fujiyamasan 17 hrs ago #12

80% of the run up edhopper 17 hrs ago #13

I am assuming rate cuts and Ai job trimming Johonny 14 hrs ago #23

Tech bubble is ready Blue Full Moon 17 hrs ago #14

When Nvidia... hunter 15 hrs ago #18

Yep. As Prof G describes, America is essentially an all in bet on AI, with circular deals artificially inflating values pat_k 13 hrs ago #32

Today was a nutty day Johonny 14 hrs ago #22

When the AI bubble bursts krawhitham 14 hrs ago #24

November? Captain Zero 14 hrs ago #25

There is so much global wealth sloshing around, it has to go somewhere jmbar2 14 hrs ago #27

Don't know when, but Prof G sets out how the end will begin: pat_k 14 hrs ago #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 13 hrs ago #33

I wish I could comment on all of this lapfog_1 13 hrs ago #30

AI companies are reporting huge profits. It's a bubble but kinda different from 1999. Quixote1818 13 hrs ago #35

When all the missing economic data is finally released, and it's horrific even with manipulation. Doodley 11 hrs ago #36