# Investor Warns of AI Bubble and Advises Against US Stocks and Bitcoin

- Original post: https://www.twitter.com/i/status/2118489769755693203
- Source account: [@MORNINGSTAR857](https://x.com/MORNINGSTAR857)
- Source language: English
- Duration: 2:00
- Published: 2026-11-06
- Canonical URL: https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin

## Transcript

[0:00](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin) What advice do you give for the average person that's looking to invest their salary or their wages?

[0:04](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin?t=4) Don't own US stocks. That's a simple strategy that you can act on.

[0:08](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin?t=8) But what about S&P 500? No. Really? Yeah.

[0:12](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin?t=12) And if you have a big position in US technology stock, my personal advice would be to sell it all.

[0:17](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin?t=17) But I'm an investor in SpaceX. Good luck.

[0:19](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin?t=19) SpaceX is such a fabulous BS story, and we can go into that.

[0:22](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin?t=22) Crypto? No. Why? It's an unnecessary piece of nonsense that facilitates nothing except criminals moving money, so they can't be seen.

[0:31](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin?t=31) Do you think Bitcoin's gonna go to zero?

[0:32](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin?t=32) Yes, it will certainly go to zero. So how many years have you spent investing? 60 years.

[0:36](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin?t=36) And what's the most amount of money you've ever managed of other people's money?

[0:40](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin?t=40) 165 billion. And one of the things you're famous for talking about is this idea of bubbles. Yes.

[0:46](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin?t=46) And bubbles always occur around the very most important ideas.

[0:49](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin?t=49) So the railroads, everyone could see that it would change the world.

[0:52](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin?t=52) The same with the internet, and everyone wanted to put their money in, and so they over-invested.

[0:56](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin?t=56) But this is the problem. Eventually, they bust.

[1:00](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin?t=60) And if you look at the great bubbles breaking of the past, you find that it's followed by really tough times, a miserable period for the economy, and the bigger the bubble, the bigger the bust.

[1:09](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin?t=69) And now we're in the biggest investment bubble that arguably has ever occurred: AI.

[1:14](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin?t=74) Are we on the verge of a collapse with AI over the coming years?

[1:17](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin?t=77) The next few days, the next few weeks, the next few months, but certainly the next few years.

[1:21](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin?t=81) So if you're not someone that has a huge amount of savings, what kind of strategy should they be adopting when an economy starts to get bad and there's an economic bubble collapse?

[1:30](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin?t=90) So I will go through everything, but you will not receive this advice from investment advisors because they'll lose a lot of business.

[1:37](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin?t=97) And would you be thinking about the country you live in at this moment in time? Absolutely.

[1:41](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin?t=101) Is there any countries you wouldn't live in? I think I have to refuse to answer this on the grounds that it might tend to incriminate me. Oh, okay.

[1:48](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin?t=108) So you're saying don't live in the United States?

[1:50](https://www.translate.mom/transcript/nZrO0t5w1Npv/en/investor-warns-of-ai-bubble-and-advises-against-us-stocks-and-bitcoin?t=110) I've just moved here. Why not the United States?
