cranium

I strongly believe that markets are a bit irrational about AI stuff right now. I don't know when the bubble will burst but the blast radius will be massive, with a good chunk of the tech industry in it. Then the rest of the market will be affected as well (out of fear). At least, that's my believe and what I'd like to hedge against.

I have broad market ETFs and would like to avoid the transactions fee of de-investing everything. Also I'd like to have market exposure, just not as correlated with AI ups-and-downs.

Do you have a plan to protect your investments if/when the AI craze calms down?