Tech sell-off, AI winners and losers, and reasons to be optimistic about productivity

In this week’s episode, Neil Shearing talks to Vicky Redwood and John Higgins about a tumultuous week in equity markets, how AI is creating winners and losers, and whether there’s any evidence that AI is starting to lift productivity growth in economies.

AI already making a big contribution to productivity growth
China’s AI rollout could rival the US