The combination of AI capex correction + Japanese capital repatriation (Godzilla vs. Giant Robot) could create a two-shoe drop: AI correction causes investors to lose confidence and withdraw from US assets, which then amplifies the repatriation flows, creating a potential spiral of Western asset selling.
forecastpending
Speaker
Adam TugertEvidence Quote
“we could have a one-two punch here where the AI complex starts to go through a correction and these Asian countries start really taking their assets out”
Source
There's Going To Be One Hell Of A Hangover When The Market Party Ends | Louis Gave— Adam Taggart | Thoughtful Money®Created: 8/12/2026, 6:25:43 PM
My Notes
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