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News · ▼ Bearish · 1 source confirmed · 2026-09-28 10:47 UTC

How Muse and other AI agents could spark a bank run, according to an economist

Why now

Thesis: Agentic AI could accelerate deposit flight

Catalyst to watch: Real-world AI-driven deposit migration

Main risk: Speculative scenario, no evidence yet

Why it matters

Apollo's chief economist warns agentic AI could trigger a bank run, highlighting a novel systemic risk channel for deposit-funded institutions.

Details

The note was brief, but the implications are big: The chief economist of private-equity giant Apollo Global Management thinks agentic AI could spark a bank run.

Related assets & topics

BanksAISPDR S&P Bank ETF · KBEFinancials Sector ETF · XLFLiquidity

Sources

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