Sep 30, 2026, 11:20 AMMarkets and Investing
Top Economist Favors U.S. Tech and Gold Over Bonds
A prominent economist favors U.S. technology and gold over bonds, embracing AI in portfolios while warning about government debt, MarketWatch reports.
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Summary
MarketWatch reported on September 30, 2026, that a prominent economist prefers U.S. technology and gold to bonds. He does not fear artificial intelligence and fully embraces it in portfolios, while viewing government debt much more negatively. The headline attributes his concern to human stupidity rather than AI.
Only a short feed summary was available. It did not identify the economist, specify securities or portfolio allocations, quantify the government debt concern, or describe catalysts and next steps, limiting further assessment.
Positives
- U.S. technology and gold rank ahead of bonds in the economist’s stated portfolio preference.
- Artificial intelligence is fully embraced in portfolios rather than treated as a threat.
- The economist’s lack of fear toward AI supports exposure to technology linked to its adoption.
Risks & concerns
- Government debt generates substantially more concern for the economist than artificial intelligence.
- Bonds rank behind U.S. technology and gold in the stated portfolio preference.
- The feed omits the economist’s identity, allocation sizes, selected securities and evidence supporting the views.
Primary sourceMarketWatch.com - Top Storieshttps://www.marketwatch.com/story/im-afraid-of-human-stupidity-why-this-top-economist-prefers-u-s-tech-and-gold-over-bonds-30299219?mod=mw_rss_topstories
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