"But what's happening right now is the opposite. Job openings are collapsing, but the S&P 500 is still going way up. The market is now completely disconnected from the job market. Why? Well, because right now the market is betting that AI will increase corporate profits even if it gets rid of the jobs that created those profits. It's essentially betting that companies will continue to get richer even if their customers get poorer. Now, at some point, I think these two lines will have to reconnect. And it's going to happen one of two ways. Either AI will be so productive and gets us so many more jobs that it boosts the jobs line, which is basically the optimistic scenario, right? or AI is so productive that we won't need the human jobs. So, the lack of jobs drags the stock market line down to it. Either way, I think those lines will reconnect at some point, but no one knows which way it's going to go."
By Andrei Jikh | March 31, 2026 | Pending
From video
The End Of Pax Americana 00:18:00 - 00:19:06
Interpreted Prediction
The S&P 500 and job openings, currently disconnected, will reconnect. This will either be due to AI boosting job growth, or a lack of jobs dragging the stock market down.

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