42
Bet against the bubble: Goldman Sachs’ non-AI stock index (pivot-to-ai.com)
submitted 2 days ago by dgerard@awful.systems to c/techtakes@awful.systems
6 comments fedilink hide all child comments

‘eliminate the noise introduced by the AI hype’

https://www.youtube.com/watch?v=k0grq0yp9Ic&list=UU9rJrMVgcXTfa8xuMnbhAEA - video
https://pivottoai.libsyn.com/20260223-bet-against-the-bubble-goldman-sachs-non-ai-stock-index - podcast

time: 4 min 11 sec

you are viewing a single comment's thread
view the rest of the comments
[-] o7___o7@awful.systems 3 points 1 day ago* (last edited 1 day ago)

(IIUC) Like David said, it's a hedge against the bubble being real. GS certainly isn't pulling back from the void yet.

[-] dgerard@awful.systems 2 points 1 day ago

I also didn't say it's a good hedge. It'll stay uncorrelated right up to the moment you need it to, when it'll crash in lockstep.

this post was submitted on 23 Feb 2026
42 points (97.7% liked)

TechTakes

2460 readers
61 users here now

Big brain tech dude got yet another clueless take over at HackerNews etc? Here's the place to vent. Orange site, VC foolishness, all welcome.

This is not debate club. Unless it’s amusing debate.

For actually-good tech, you want our NotAwfulTech community

founded 2 years ago
MODERATORS
dgerard@awful.systems