[Knowledge News] "The AI bubble finally burst? Nasdaq plunge"... Where will you bet, and what will happen in the market from now / Ask Gyoang-i
Learning guide
- What to look for
- Viewers can check the year 2027 base scenario against AI productivity data, fragmentation and the wage gap.
- Why it matters
- It helps to distinguish overreactions from macro regime changes and to build scenario based plans and allocations.
ASSETCASTING interpretation and review
The text below is an ASSETCASTING author’s interpretation, not the original video creator’s statement or official position. Opinion itself does not replace fact-checking.
You should take an unconditionally long term view. Once a high interest rate era begins, it can last from at least 1 year up to 8 years. I think this high rate era will not run all the way to 8 years, but we should stay open to it lasting longer than 1 year. Even if the war between the United States and Iran ends within next year, price stabilization will be hard to achieve immediately, and the AI chicken game is likely to grow bigger.
Timeline
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