Steve Hou is a quantitative researcher at Bloomberg covering multi-asset strategy research and holds a PhD in financial economics. He joined Phil Rosen to discuss the impact of AI on the stock market and labor market, the K-shaped divergence between knowledge workers and everyone else, the new stock index he’s developing at Bloomberg, and more.

This episode is sponsored by Public: https://public.com/openingbell

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Timestamps:

0:00 - Intro

0:30 Government debt, macro outlook

3:43 - New economic regime

8:41 - K-Shaped economy

11:56 - Public & Generated Assets

13:04 - Tech-heavy economy

15:51 - AI impact on labor market

18:13 - New economy jobs

20:17 - A new investing strategy

31:08 - Index rebalancing

Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

#podcast #investing #markets #macro #stocks #bitcoin #fed

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