Peter and Jonathan take stock of the financial markets after the Federal Reserve raises interest rates yet again and debate the possible impact of artificial intelligence in the short and longer term.
00:32 - Nearing the end of the rate hike cycle?
02:54 - Indicators of a soft landing
06:43 - Increasing optimism
08:12 - The bond market in a soft landing
13:18 - A change in global financial conditions
17:21 - AI mania
22:39 - Positive real interest rates
24:54 - Close
About Your Hosts
Jonathan Davis started his career as a financial journalist on UK national newspapers, including The Times and The Economist, before qualifying as a professional investor and moving into a new portfolio career as an author, columnist (for The ...... Read more