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BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582

The Meb Faber Show - Better Investing

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Navigating the Intersection of AI, Labor Markets, and Inflation

This chapter explores the complex relationship between AI, labor markets, and inflation in global investing. It emphasizes the structural tightness of labor markets and discusses how AI innovations can gradually reshape employment and boost economic productivity.

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