Bet against the bubble: Goldman Sachs’ non-AI stock index (pivot-to-ai.com)

submitted 2 months ago by dgerard@awful.systems to c/techtakes@awful.systems

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‘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

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[-] V0ldek@awful.systems 13 points 2 months ago* (last edited 2 months ago)

Do we think that a pop of an AI bubble will not result in a massive wipe all across the board, not just with "AI enablers"? These companies are also going to lose value in a recession.

[-] o7___o7@awful.systems 3 points 2 months ago* (last edited 2 months 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 3 points 2 months 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.

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this post was submitted on 23 Feb 2026

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