Macroeconomist Torsten Slok reveals why the traditional 60/40 portfolio is a ticking time bomb in an era where AI has infiltrated every asset class. While the U.S. appears resilient to energy shocks, a K-shaped wealth divide and hidden tech concentrations are creating a market where diversification is merely an illusion. Learn why the next major investment theme isn't finding the next AI winner, but identifying the 'Non-AI' assets that will survive the inevitable valuation reset.