E87 - Gold at Record Highs, AI Getting Risky and the Fed Eyeing Cuts — What Happens Next

Gold is hovering near record highs, the market is begging for a rate cut, and AI is reshaping every corner of the economy. But are investors seeing the full picture? Amber sits down with Bipan Rai, Managing Director, Head of ETF & Alternatives Strategy at BMO Global Asset Management  for an unfiltered macro conversation at a moment when investors are looking for answers and clarity.

Bipan breaks down why markets abruptly priced in an aggressive December Fed cut despite an unclear jobs picture distorted by the U.S. government shutdown. He also explains why political pressure on the F...