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AI vs Non-AI Economy: Tech Is Masking Stagflation Risks?
Published 5 months, 1 week ago
Description
Are soaring tech stocks blinding the market to a structural collapse in the traditional economy?
While AI demand creates a high-growth "mirage" in the Nasdaq, the reality at the factory gates is sobering.
With US inflation hitting a three-year high and energy prices surging, the global economy is fracturing into two distinct speeds. Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank, joins the show to reveal why the AI boom is masking a stagflationary landscape and what a Kevin Warsh-led Fed faces ahead.
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