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What happens if the AI bubble pops?

Is the US economy doing as well as it seems? Finimize CEO Carl Hazeley and Reda Ferran, Head of Content at Finimize and former equity analyst at Fidelity, break down the K-shaped economy, the wealth effect, and the domino effect an AI crash could have on consumer spending. Plus, learn why building a resilient, diversified portfolio is the only smart strategy when no one can truly forecast the future. They cover: • 0:23 What a K-shaped economy really means for U.S. growth • 1:10 Why the top 10% of Americans now drive around 50% of consumer spending • 3:05 The growing concentration risk in the S&P 500 • 3:40 Why international stocks (including South Korea and Spain) may outperform • 9:26 Whether we’re actually in an AI bubble • 10:00 Building a portfolio for multiple futures Subscribe for more in-depth conversations on financial markets, investing strategy, and the macro trends shaping your portfolio. 📈 Topics discussed: AI stocks, AI bubble, U.S. economy, K-shaped recovery, stock market concentration, diversification, international investing, South Korea stocks, memory stocks, valuations, portfolio strategy, retail investing. #AIBubble #Economy #Investing #StockMarket #WealthEffect #sp500