The End Is Nigh. Buy Here?

No valuation, yield-curve, or technical signal reliably times market crashes; diversified asset allocation remains the only durable response.

• Singularity debate: Hosts argue OpenAI and Anthropic may already be using AI to build smarter AI, meeting I.J. Good's 1965 definition of the singularity.
• 916,000 backtests, no answer: Carlisle fed decades of asset-allocation data to Claude across 1,217 parameter combinations across 11 developed markets; optimal mixes in the first half of data ranked near-worst in the second half, confirming no robust timing signal exists.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.