Jon Arnell, investment manager at Von Euler & Partners, emphasized the markets' preference for "cheap money" and noted ongoing debate about an AI bubble as stock markets in the USA and Stockholm showed volatility driven by AI investments.Nvidia's strong earnings and CEO Jensen Huang's positive forecasts initially raised hopes, but markets later plunged amid volatility not seen since April's "Liberation Day" during Donald Trump's administration, reflecting doubts about sustainability and growth prospects.Arnell advises investors to increase exposure to Swedish stocks, especially small companies reliant on the domestic market, while Carl Henrik Söderberg pointed out that market corrections of 5-10% multiple times per year are normal despite current turbulence.