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How should I be positioned? with Jason Thomas (Carlyle) and Jason Draho (UBS CIO)

UBS On-Air: Market Moves

00:00

Economic Landscape and Investment Trends

Discussion on the current economic landscape, including growth projections, inflation rates, and interest rates, with a focus on industrial investments such as electric generating capacity, battery manufacturing plants, semiconductor fabrication plants, and data center capacity. Explore the concept of a potential roaring 20s scenario driven by increased investments in sectors like data centers and AI, and the long-term effects on growth, productivity, inflation, and interest rates.

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