Is AI a Bubble or a Productivity Supercycle?

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Are we relying on investment strategies that no longer work? Quadriga Asset Management CIO and author Diego Parrilla joins Maggie Lake to explain why the global economy is likely headed toward a stagflationary endgame: where the purchasing power of money erodes silently, bonds fail as a safe haven, and the traditional 60/40 portfolio structure breaks down. Diego also discusses why the current AI boom can be both a genuine technological revolution and a speculative bubble, and how investors can position themselves without trying to time the market.

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Chapters:

1:04 - Is Stagflation Still the Endgame?

5:18 - Inflation vs. Purchasing Power: What Are We Missing?

12:09 - Are Bonds Still a Safe Haven—or Part of the Problem?

20:03 - Could a ‘Liz Truss’-Style Sovereign Bond Shock Hit Again?

23:02 - Treasuries Look Fine… or Is Confidence Just Masking the Risk?

26:59 - AI: Bubble Hype or True Productivity Super-Cycle?

35:27 - ⭐️Wealthion Golden Nugget: What Does an ‘Anti-Bubble’ Portfolio Actually Hold?

44:36 - Zero-Day Options & Retail Flows: Do They Change Convexity Risk?

51:27 - Where—If Anywhere—is Safer? Regions, Currencies, and Domino Effects

55:30 - Can You Defend Without Options—or Is Plain-Vanilla Diversification Dead?

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

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