America’s AI Boom Is Squeezing Main Street | Weekly Roundup
Notes de l’épisode
Can policymakers keep the AI boom alive without squeezing the rest of the economy?
This week, Aidan Garrib, PGM Global’s head of global macro strategy and research, joins us to explore the widening divide between Wall Street and Main Street.
We discuss what’s driving bond yields, housing’s squeeze, the debasement trade, and Europe’s policy trap. Enjoy!
TIMESTAMPS:
00:00 Intro
02:38 What’s Really Driving Bond Yields?
08:31 AI Booms While Housing Breaks
14:40 Can The Fed Get Yields Down?
19:23 The Fed’s Inflation Balancing Act
22:42 Can Main Street Survive AI’s Boom?
29:04 Why Policymakers Need Stocks Higher
33:04 Do Rate Hikes Actually Stimulate?
38:13 Engineering Buyers For Government Debt
43:00 Europe’s Inflation Or Industry Dilemma
48:23 Why Europe’s Crisis Keeps Getting Worse
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