Markets overlook rising geopolitical and AI risks

Despite reaching all-time highs, markets may be ignoring significant geopolitical risks and the fragility of the AI boom, according to Rebecca Patterson. The former Bridgewater strategist warns that escalating global tensions or faltering growth assumptions could trigger sudden market corrections. Investors are advised to consider potential disruptions to oil supply and the volatile nature of the current AI-driven rally, as these factors could lead to unexpected reality checks for the ongoing market surge.