The Master Investor Podcast with Wilfred Frost cover image

Niall Ferguson: Navigating The New Gilded Age - Debt, Gold, AI & China

The Master Investor Podcast with Wilfred Frost

00:00

The New Gilded Age and AI CapEx Boom Risks

Niall compares today's AI-driven investment boom to the 1890s Gilded Age and warns of a possible market repricing if AGI returns disappoint.

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