Ask The Compound

What’s the Biggest Risk Right Now?

Jun 4, 2025
Dive into discussions on AI's surprising impact on the economy, including its role in both deflation and job displacement. Explore the complexities of private equity in 401(k) plans and the advantages of ETFs for long-term growth. The hosts weigh the emotional and financial value of personal investments like swimming pools. Plus, they tackle strategies like 'buying the dip,' patience in investing, and why expert financial advice is crucial for navigating tricky market conditions.
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INSIGHT

AI's Deflationary Job Impact

  • AI could replace many white-collar entry and mid-level service jobs, causing deflationary pressure on the economy.
  • This disruption may lead to more government spending due to displaced workers needing support.
ADVICE

Hedge Risks with Stocks and Creativity

  • Own stocks that benefit from AI-driven cost savings and profit margin expansions.
  • Use AI to improve your work and focus on creativity to stand out in an AI-dominated world.
ADVICE

Target Date Funds and Private Equity

  • Target date funds are safe from private equity exposure for now and remain a decent choice for 401(k) allocations.
  • Expect retirement plans to offer both private equity and non-private equity target date fund options in the future.
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