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12min chapter
BofA's Savita Subramanian on The New S&P 500: AI-Driven and Asset-Light | #567
The Meb Faber Show - Better Investing
Economic Shifts and Tech Integration
This chapter explores the economic forces reshaping the U.S. landscape as we approach 2025, highlighting the surge in reshoring and infrastructure investments driven by tech companies. It delves into the implications of these changes on productivity, job displacement, and the crucial role of municipal analysts amidst evolving economic patterns.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode