AI Doomer’s New Warning: Market Is Wrong to Ditch Rate-Cut Bets

A television station broadcasts Jerome Powell after a Federal Open Market Committee meeting on the floor of the New York Stock Exchange on March 18.

Photographer: Michael Nagle/Bloomberg

A little over a month after James van Geelen sent stocks into a tailspin with his dystopian account of a post-AI economic collapse, he’s wagering that another fear-fueled selloff — this time, in the bond market — has run too far.

The founder of Citrini Research was unexpectedly thrust into the global spotlight after his 7,000-word Substack post went viral by feeding into Wall Street’s worst fears right when investors were dumping the stocks of any company at risk of being displaced by artificial intelligence.