AI as a near-term capex driver versus long-term productivity

Torsten rejoins Jason to exchange thoughts on the health and direction of the U.S. economy, the road ahead for monetary policy (along with the implications of new Fed leadership), AI disruption, and overall market risk considerations. Featured are Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office, and Torsten Slok, Partner and Chief Economist with Apollo Global Management