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dgerard@awful.systems

Bet against the bubble: Goldman Sachs’ non-AI stock index (pivot-to-ai.com)

submitted 1 day ago by dgerard@awful.systems to c/techtakes@awful.systems

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‘eliminate the noise introduced by the AI hype’

https://www.youtube.com/watch?v=k0grq0yp9Ic&list=UU9rJrMVgcXTfa8xuMnbhAEA - video
https://pivottoai.libsyn.com/20260223-bet-against-the-bubble-goldman-sachs-non-ai-stock-index - podcast

time: 4 min 11 sec

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[–] V0ldek@awful.systems 10 points 22 hours ago* (last edited 22 hours ago) (2 children)

Do we think that a pop of an AI bubble will not result in a massive wipe all across the board, not just with "AI enablers"? These companies are also going to lose value in a recession.

[–] o7___o7@awful.systems 2 points 13 hours ago* (last edited 13 hours ago) (1 children)

(IIUC) Like David said, it's a hedge against the bubble being real. GS certainly isn't pulling back from the void yet.

[–] dgerard@awful.systems 2 points 1 hour ago

I also didn't say it's a good hedge. It'll stay uncorrelated right up to the moment you need it to, when it'll crash in lockstep.

[–] CinnasVerses@awful.systems 3 points 15 hours ago

Investing is all about relative performance. If you think 'AI' stocks are a bubble. you think that some other stocks will do better than them over the next five years, and you can allocate your assets accordingly.