#real assets Tech News.
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AISeeking Alpha4 days ago
Why Real Assets Belong In The AI TradeVanEck's David Schassler argues real assets belong in the AI trade due to three macro trends: the AI infrastructure buildout, the global energy shock, and debasement risk. During inflation, investors need assets with embedded scarcity that benefit from higher inflation. A material risk of extended Iran-US conflict persists.
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