Maggie Lake Talking Markets  cover image

Episode 100: The Bull Market Is In Complacency. With David Rosenberg.

Maggie Lake Talking Markets

00:00

AI CapEx Versus Broader Economic Weakness

Harry asks about drivers of growth; David says AI capex is concentrated, crowding out other spending while housing and CRE remain weak.

Play episode from 07:05
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app