Though maybe I'm just unsophisticated. And it feels a little hopeless because there's no telling how long the smoke and mirrors will continue working, and whenever it stops, undoubtedly the rest of the economy is going to suffer, too. Bleh.
For the U.S. market portion I adopted a more complex strategy based on factor / smart-beta investing (making sure that none of the top holdings include AI-related companies).
Americans would need to send over engineers, architects, and builders who follow the "bigger is better" philosophy.
I'm waiting for the moment when we'll tease someone who can't manoeuvre their truck when it simply doesn't fit.