Dalio's warning: The AI bubble has arrived, gold is the hard currency
Dalio warns: Three major signs of an AI bubble have emerged: rising interest rates, a surge in stock supply, and an influx of retail leverage. He suggests that gold should make up 5%-15% of investment portfolios, stating that Bitcoin is "not as good as real gold," and believes that capitalists will be the biggest beneficiaries of the AI transformation, but human emotions and intuition remain irreplaceable.