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Daniel Ives
Managing Director and Senior Equity Research Analyst at Wedbush, known for technology sector analysis and commentary on AI, semiconductors, and market trends.
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21 snips
Jan 15, 2026
• 54min
Bits + Bips: How AI and Energy Prices Will Force the Fed’s Hand
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Daniel Ives, Managing Director at Wedbush, shares his insights on the intersection of AI and macroeconomics. The discussion dives into whether AI will spark inflation or deflation and identifies energy constraints as a critical factor for tech growth. Ives emphasizes that rising productivity could challenge the Fed's policy-making and explores the fragility of trust in fiat currencies, leading to increased interest in Bitcoin. The panel also touches on the energy landscape, AI's impact on industries, and the evolving dynamics of stablecoins and community banks.
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