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Episode 195: How AI Driven Productivity Could Reshape Inflation And Markets
AI is not just a stock market storyline. It is a productivity story, and productivity is where higher wages, stronger corporate earnings, and long-run wealth creation actually come from. We walk through why AI and Federal Reserve policy can look unrelated on the surface, yet collide in the same place: inflation expectations, interest rates, and how investors price the future.
We also get practical about what people are feeling right now. Bonds have been a rough spot for anyone who expected “safe” to mean steady, and a traditional 60/40 portfolio can feel out of balance when inflation runs hot…
The skinny
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