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One of the questions I get is, can this go to zero?

So my answer is there's absolutely no way the spending right now is going to go to zero.

Hello and welcome to the Barron Streetwise podcast.

I'm Jack Howe and the voice you just heard, that's Venu Krishna.

He's the head of U.S. equity strategy at Barclays, and he's talking about AI infrastructure

spending.

It's not going to zero. It could go down. He doesn't

necessarily think it will go down from here, but it could. And he's going to tell us what that

would mean for stocks. Don't be alarmed about that. Venu is, I would say, broadly bullish.

I on the other hand, I'm going to quickly run through a few warning signs for investors right now before

we come to that conversation with Venu. This is not because I think you should sell your

stocks. It's impossible to try to spot the top of a bull market. It's because, I don't know,

once in a while I just like to work myself into a frenzy about stuff to worry about and then decide in the end to just leave everything the same and see what happens.

...