Ben Carlson says AI may boost S&P 500 EPS growth by about 2% a year, but also justifies a risk premium due to a 10% chance of an extinction-level outcome. His view comes as global stocks hit record highs and margins improve.
published
Ben Carlson says AI may boost S&P 500 EPS growth by about 2% a year, but also justifies a risk premium due to a 10% chance of an extinction-level outcome. His view comes as global stocks hit record highs and margins improve.
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