Economist Brusuelas: we're in an AI bubble and investors should rotate out
asusarla · x · 2026-11-10
Economist Joe Brusuelas argues we are in the midst of an AI bubble, worsened by the Nvidia affair, and that the over-concentration of risk in financial markets cannot be sustained. He favors a controlled deflation but worries the bubble will burst, calling it rational for investors to reduce AI ecosystem exposure and rotate into positions tied to a healthy real economy.