Jeremy Szafron(@JeremySzafron):Your pension may already be funding the AI boom without you knowing it. The risk is no longer limited to tech shareholders because AI bonds can end up in pension funds, insurance portfolios and bond funds. I asked @DrMarkThornton whether that makes AI a systemic credit risk. His answer: “Yes, that spells trouble to me.” Would you want these bonds in your retirement portfolio? Full interview in the reply ⬇️ @KitcoNews

Jeremy Szafron

@JeremySzafron

Senior Anchor @KitcoNewsNow (775K+ subs). Venture capital background & active investor. Hard truths on finance, macro & global markets. Views mine.

Joined April 2009

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Jeremy Szafron@JeremySzafron

2026.09.21 14:38

Your pension may already be funding the AI boom without you knowing it. The risk is no longer limited to tech shareholders because AI bonds can end up in pension funds, insurance portfolios and bond funds. I asked @DrMarkThornton whether that makes AI a systemic credit risk. His answer: “Yes, that spells trouble to me.” Would you want these bonds in your retirement portfolio? Full interview in the reply ⬇️ @KitcoNews