The Iced Coffee Hour Money Expert: A $37 Trillion Market Reset Is Coming - Do This Now! | Chris Camillo
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Nov 16, 2025 
Chris Camillo, an investor and market analyst behind the Dumb Money Live community, joins to discuss the seismic shifts in AI and the stock market. He highlights why AI is the most transformative technology and its long-term impact on jobs. Camillo clears up Michael Burry’s exit from funds and dives into the risks and rewards of trading with an information edge. The conversation also explores how AI influences housing costs and offers unique policy proposals, while advising on which companies—like Amazon and Nvidia—are positioned to thrive.
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AI As A Multi-Decade Productivity Revolution
- Chris Camillo says AI is the biggest transformational event most people will see in their lifetime and will make industry far more productive.
- Short-term hype cycles or infrastructure overspending don't change the long-term trajectory toward massive productivity gains.
Why AI Isn't A Mortgage-Style Bubble
- Michael Burry closing his fund reflects a bubble view but differs from the mortgage crisis because AI innovation spans industries.
- Even if one cycle is wrong, the larger invention of intelligence continues to reshape the economy.
Buy Dips When Your Thesis Holds
- If your investment thesis hasn’t changed after a market dip, buy more because dips are opportunities.
- Focus on why prices moved, not the fact that they moved, and act on new information only.