Invest Like the Best with Patrick O'Shaughnessy · Tuesday, October 27, 2026
Cliff Sosin praises American capital markets for their ability to rapidly redeploy approximately 3% of GDP into speculative AI and data center infrastructure build-outs. He notes that no other region in the world matches this velocity of capital allocation.
“People were worried about this decline in American dynamism. I think we just redeployed, what is it, 3% of GDP right into this highly speculative venture, basically on the turn of a dime. It's just this remarkable thing.”