Ep. 254: Jonny Matthews on US Economy and Why the Fed Will Not Cut in 2025
Macro Hive Conversations With Bilal Hafeez
AI's Transformative Impact on Equity and Productivity
This chapter explores the transformative effect of AI on US equity returns and its implications for macro investors. By drawing parallels to the early computer revolution, it highlights the potential long-term productivity gains in sectors like law and finance resulting from recent AI advancements.
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