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I wonder if AI valuation bubble will continue to grow because there is nowhere else for investor money, and until interest rates go up again OR something better
by tqi 2y ago
I wonder if AI valuation bubble will continue to grow because there is nowhere else for investor money, and until interest rates go up again OR something better comes along, firms will continue to chase shakier and shakier investments because they need to deploy capital in order to collect their carry...
- francisofascii 2y ago> until interest rates go up again Aren't they high now? Or do you mean 1980's high?
- lubujackson 2y agoTINA is a great idea until the Boomers hit the corner and start withdrawing in retirement faster than investing. The shittiness of income growth during these decades of asset growth implies that once we turn that corner we won't be turning back any time soon.