Where to Hide From an AI Crash
Original Report
JPMorgan’s Gabriela Santos says investors don’t have to abandon the AI boom to protect themselves from the next selloff. She explains why AI-driven volatility is likely to keep returning, and...
JPMorgan’s Gabriela Santos says investors don’t have to abandon the AI boom to protect themselves from the next selloff. She explains why AI-driven volatility is likely to keep returning, and identifies Treasuries, gold, core real estate and European stocks as potential portfolio shock absorbers. (Source: Bloomberg)
Glass House Analysis
Housing sits at the intersection of economic policy and the American Dream. For most families, their home represents their largest asset and their primary path to building generational wealth. When housing becomes unaffordable, the social fabric frays—young people delay family formation, workers can't relocate for better jobs, and communities lose the stability that comes from homeownership.
The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.
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