Jerome Schneider
Head of Short-Term Portfolio Management at PIMCO, specializing in liquidity, short-term paper, and macro-fixed income strategy with expertise in money markets and portfolio positioning.
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Jan 29, 2026 • 29min
AI Spending Separates Tech Winners and Losers
Stefanie Stantcheva, Harvard economist studying emotion in policy and social media effects. Jerome Schneider, PIMCO short-term portfolio chief focused on liquidity and money markets. Brian Wieser, ad-market analyst tracking mega-cap tech and advertising trends. They discuss AI’s impact on ad clicks and agency work, liquidity and short-duration flows, Fed outlook amid fiscal and productivity shifts, and political anger measured via social platforms.
