How To Trade The AI Productivity Boom | Weekly Roundup
Published: May 29, 2026
Duration: 49:43
This week, we're back to discuss whether the economy is entering an AI driven productivity boom and what that means for markets. We deep dive into whether the Fed should actually be hiking rates, growing signs of consumer weakness, how we're thinking about positioning in this environment and more. Enjoy!
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Timestamps:
(00:00) Introduction
(01:22) Should The Fed Be Hiking Rates?
(07:53) The AI Productivity Boom
(14:28) An Update On Market Structure
(18:28) The Consumer Is Struggling
(36:21) How To Trade This Market
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FOLLOW...