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Dan Niles Warns of a 50% Market Drop | Don’t Get Fooled by the AI Hype
In this episode of In the Money with Amber Kanwar top tech investor Dan Niles warns that the market could drop as much as 50%, just like during the dot-com bust and the global financial crisis. He unpacks the major risks that investors aren’t paying enough attention to like AI over exuberance and demand being pulled forward as a result of Trump’s trade war, while drawing parallels to some of the worst market crashes in history.
Dan explains why his highest conviction idea right now is cash despite the AI hype, and why some of today’s biggest tech names — like Apple, Google, and Palantir — may…
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