AI Bull Case = Financial Crisis?

AI Bull Case = Financial Crisis?

From Dumb Money Live by Dumb Money

February 24, 2026 · 1h 14m

About this episode

The episode discusses the potential negative economic impacts of AI on wages and consumer demand, leading to a possible financial crisis in 2028.

Today on Dumb Money, is the AI bull case actually macro bearish? We break down the “Intelligence Spiral” thesis — how unstoppable AI could crush white-collar wages, hollow out consumer demand, and trigger a 2028 financial crisis.

People in this episode

Host: Dumb Money

Topics covered

  • AI
  • financial crisis
  • Intelligence Spiral
  • white-collar wages
  • consumer demand

Keywords

  • AI bull case
  • financial crisis
  • Intelligence Spiral
  • white-collar wages
  • consumer demand

Mentioned in this episode

Products: AI

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