AI Changed How I Invest My Money in 2026

Interesting read with solid macro context, but it feels a bit too confident in forecasting both USD depreciation and AI-driven valuations without fully addressing tail risks. The portfolio tilt toward Europe and fixed income makes sense imo.. though the assumption that Germany’s fiscal pivot will sustain equity outperformance seems optimistic given political uncertainty.

Would be interesting to see more discussion on liquidity risks and how these allocations hold up under a sharp AI capex slowdown