Anthropic Might Be Proving the AI Bears Wrong
The episode puts the AI debate into a broader earnings and market context, which is the frame advisors are often asked about when clients raise bubble concerns. It also pairs that with the hosts' read on the labor market and consumer spending, two inputs that come up in client conversations about the economic backdrop.
Summary
By the real estate & infrastructure deskEpisode 488 of The Compound features Michael Batnick and Ben Carlson in a wide-ranging discussion that includes the bull market in earnings, the bear case for artificial intelligence, and how they define an AI bubble. The conversation also covers the 1987 crash, what they describe as the best AI hedge, the labor market and consumer spending, luxury real estate, and why older people hold so much wealth. Lighter segments touch on fixing Netflix and Norm Macdonald.
- A bull market in earnings is part of the discussion
- The hosts take up the bear case for AI and how they define an AI bubble
- They discuss the 1987 crash and what they call the best AI hedge
- They cover why the labor market remains strong and why consumers keep spending
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