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Why This Economy Refuses To Break | David Cervantes
While investors wait for a recession that never comes, AI spending and fiscal stimulus keep pouring fuel on the expansion.
David Cervantes of Pinebr…
1 month, 2 weeks ago
How To Trade The AI Productivity Boom | Weekly Roundup
This week, we're back to discuss whether the economy is entering an AI driven productivity boom and what that means for markets. We deep dive into wh…
1 month, 2 weeks ago
Can The AI Driven Rally Continue? | Weekly Roundup
This week, we're back to discuss the current AI driven market rally and wether or not it can continue. We then deep dive into the positive tailwinds …
1 month, 3 weeks ago
The Consumer Cushion Is Almost Gone | Weekly Roundup
Markets are partying like it’s 2021 again, but consumers are cracking, inflation is heating up, and policymakers may be losing control.
This week, w…
2 months ago
The Fed Is Losing Its Easing Bias While AI Props Up The Economy | Neil Dutta
AI is holding up the economy, but the foundation underneath is getting harder to read.
Neil Dutta of Renaissance Macro joins Forward Guidance to unp…
2 months ago
Oil And AI Are Breaking The Middle Class | Weekly Roundup
Markets are ripping while geopolitical risk, inflation, and class tensions boil under the surface, creating a growing disconnect between booming asse…
2 months, 1 week ago
Passive Easing Is Fueling The Next Inflation Wave | Danny Dayan
Inflation may be reaccelerating just as policymakers are mistaking inaction for restraint.
Danny Dayan joins the show to explain why passive easing,…
2 months, 1 week ago
Central Bank Control Is Breaking | Weekly Roundup
Markets may be entering a volatile new regime where inflation, geopolitics, and policy fragmentation collide, challenging the stability investors hav…
2 months, 2 weeks ago
The AI Bubble Is Widely Misunderstood | Steve Hou
AI may be the most powerful economic force since the internet, but its true impact remains deeply uncertain.
Steve Hou, Senior Quant Researcher at …
2 months, 2 weeks ago
The Fed Is Irrelevant While CapEx Runs The Economy | Weekly Roundup
Markets feel stable on the surface, but conflicting forces are building around Fed uncertainty, AI-driven growth, and structural imbalances that may …
2 months, 3 weeks ago