2min chapter

Macro Hive Conversations With Bilal Hafeez cover image

Ep. 254: Jonny Matthews on US Economy and Why the Fed Will Not Cut in 2025

Macro Hive Conversations With Bilal Hafeez

CHAPTER

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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