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Is the US-China trade dispute about to materially disrupt the tech sector?
Episode 164
Published 1 year, 3 months ago
Description
In today’s Macro Minute, Darius Dale dissects the escalating US-China trade tensions and their implications for tech and AI sectors. Despite geopolitical noise, he argues the AI trade still has room to run amid slowing real economy growth. Darius also explains why the labor market is already feeling the disruptive effects of AI and weighs in on how markets might react to a potential Fed chair-in-waiting announcement. Tune in for a fast-paced breakdown of positioning, risks, and how to stay aligned with the evolving macro landscape.