basil.halperin answers Which stocks or ETFs should you invest in to take advantage of a possible AGI explosion, and why?

[basil.halperin]

If you haven’t seen, a long analysis of this:

• AGI and the EMH: markets are not expecting aligned or unaligned AI in the next 30 years

  • TLDR: bet on real rates rising

• Against using stock prices to forecast AI timelines

  • Some cautionary points ¯\_(ツ)_/​¯