David Rosenberg and Rich Bernstein on What Ends the AI Trade — And What They Own Instead
Richard Bernstein and David Rosenberg reunite to debate the Federal Reserve, inflation, the AI investment boom, market bubbles, gold and the case for international diversification. The former Merrill Lynch colleagues examine whether the Fed should raise rates, how AI CapEx is reshaping the U.S. economy, why credit markets may lead the AI trade, what is driving gold, and where investors may find opportunities outside the mega-cap U.S. market.
Topics covered
Why the Taylor Rule points toward higher rates and why Rosenberg thinks the Fed should not hike
What slowing GDP growth, productivity and…
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