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AI is going to kill us all. Great. Let’s go Sailing instead.

Blain’s Morning Porridge 10th, Sept 2026

“So long and thanks for all the fish... Relax and let the world dissolve around you…”

If there is a 10% chance AI is going to kill us all, then that’s probably bad news for bond markets. There are a lots of things that threaten us, but fortunately most of them are quite unlikely. A 1 in 10 chance we’re all toast is not. Global markets will probably choose to look the other way, but how would your own investment decisions change if you knew the Terminator is about to knock on the door?

Key Takeaways

A 10% extinction risk is the Economic Elephant in the…

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