Torsten Slok

Those top 10, top 7, the magnificent 7, those top companies make up such a ridiculously large percentage of the overall stock market in the S&P.

We've talked about how we need to diversify away from that.

I hadn't considered the bond point, the fact that AI has also crept into people's debt portfolios and fixed income.

There needs to be a focus from investors to diversify away from that.

So...

I thought his not AI investment thesis was bang on.

It's so true.

There's something so weirdly sophisticated about that accent.

I can't really put my finger on it, but it just makes you think this guy knows exactly what the hell is going on here.

All right, Ed.

I need to change, though.

I need to go with the Danish, the Scandinavian accent, because it's actually more powerful.

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I think it is a bit unfair.