Stefanie Stantcheva
Professor of Economics at Harvard and founder of the Social Economics Lab, known for research on emotion in policy decisions and the political effects of social media and anger.
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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.
