Ray Dalio urges inflation protection, overlooked AI plays to weather an AI bubble, says MarketWatch

Ray Dalio recommends portfolio moves aimed at withstanding a potential AI bubble burst by emphasizing inflation protection and “unappreciated” AI players, according to MarketWatch. Recent CPI readings have edged higher, adding context to his inflation focus.

• Dalio stresses inflation protection and overlooked AI plays, MarketWatch reported.
• CPI rose to 334.131 in August 2026 from 332.568 in June.
• MarketWatch quotes Dalio: “What you don’t know is greater than anything you do know.”
• MarketWatch published the report on Oct. 10, 2026.