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Signal over Noise: AI's impact on the economy, Fed policy, and portfolio allocation
Published 1 week, 2 days ago
Description
The scale of the AI buildout is extending its effects beyond the technology sector and equity markets to the broader economy. This episode explores what the investment surge could mean for productivity, growth, inflation, and interest rates, and how investors can balance exposure to AI beneficiaries with assets resilient to its broader macroeconomic effects.