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Interesting to see an opposing view to the sky is falling, recession is imminent narrative.
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Bloomberg on Twitter
“Steve Cohen says focusing too much on the odds of a recession may cause investors to miss the “big wave” of opportunities brought on by AI https://t.co/fmVozn9aId”
Not long ago it was the metaverse and Web3 that had everyone bullish. Some time before that it was VR and AR. Now I guess it's AI. The cycles of infatuation feel like they're getting shorter. I appreciate the optimism, but would hate to see investors with FOMO lose money throwing cash at the next thing.
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