korrents

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Whatever AI does to the size of the pie, it will most likely increase concentration in the market and the economy.

Drawn from what Ben Carlson said

What this subject means

stock market Equities as a whole: what returns have been, whether prices carry information, and what attention does to them.

investingunder our view: A portfolio is something to be held through a cycle, not predicted

What Ben Carlson actually said

  1. Ben Carlson Director of institutional asset management at Ritholtz…
    Even if AI makes the pie grow bigger, it feels like a better bet that it will only increase the level of concentration in the stock market and economy if the past is a good predictor of the future.

Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us

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