Hard assets as an AI-proof flight to safety
The host noted a market narrative emerging that hard assets like coal, steel, and cement are catching a bid as a 'flight to safety' because their demand is seen as AI-resistant or even AI-beneficial.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.