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A top economist expressed confidence in artificial intelligence as an investment theme while asserting strong skepticism about U.S. government debt, citing concerns about fiscal sustainability and human policy mistakes rather than technological risk. The strategist recommended allocating to U.S. technology stocks and gold as hedges against what he characterized as the greater threat of government mismanagement compared to AI-related risks. The contrarian stance reflects a widening debate among market professionals about which risks pose the greatest threat to portfolio value in the coming years.