Bankless: America is One Big Bet on AI - Hedge Your Risk | Ruchir Sharma


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Source: Youtube Bankless

Type: Video

Published: November 19, 2025 at 11:30 AM (2 months ago)

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America isn’t just leading the AI race; it’s increasingly built on it. Investor–author Ruchir Sharma joins Bankless to unpack why U.S. growth, stock gains, and even debt complacency are now tethered to a single story, and what a sensible hedge looks like. We trace how U.S. dominance happened, what could puncture the current euphoria, and where the real diversification lives: quality stocks that have lagged, broad ex-US exposure with currency tailwinds, and selective bets in India, China, and reform winners like Greece and Poland. We also tackle the ā€œgold + stocks up togetherā€ puzzle, why that correlation can bite in a tightening cycle, and Ruchir’s ā€œtwo cheersā€ case for Bitcoin as a portfolio asset...

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