America’s AI Boom Is Squeezing Main Street | Weekly Roundup
Published: October 4, 2026
Duration: 53:59
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...