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Stablecoins Are Eating the World, Fed Shift Ahead, AI Prints Billions w/ Ram Ahluwalia

Milk Road Macro

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Navigating Rate Cuts and AI's Impact

This chapter explores the potential cuts in Federal Reserve interest rates influenced by job data revisions and market volatility, drawing parallels with historical trends. It discusses the dual impacts of AI on the labor market and economic inequality, emphasizing the importance of technology adoption for sectoral growth. The conversation critiques misconceptions about AI while suggesting caution against speculative valuations, suggesting a complex interplay between fiscal policy and technological advancements.

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