David Gerard@awful.systemsM to

TechTakes@awful.systemsEnglish · 10 days ago

Bet against the bubble: Goldman Sachs’ non-AI stock index

pivot-to-ai.com

6

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Bet against the bubble: Goldman Sachs’ non-AI stock index

pivot-to-ai.com

David Gerard@awful.systemsM to

TechTakes@awful.systemsEnglish · 10 days ago

6

Goldman Sachs announced a new stock index on Friday, SPXXAI — the Standard & Poor’s 500 top US stocks, minus the AI companies: [Axios, archive] Excluding ‘AI enablers’ from th…

‘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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David Gerard@awful.systemsOPM
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9 days 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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