Stephen Whiting
Chief investment strategist at CIO Group, interviewed about investment positioning amid inflation and geopolitical shocks.
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May 8, 2026 • 44min
Two Rate Hikes, Tensions Ahead of China Summit, and AI Economic Distortions 5/8/26
Stephen Whiting, chief investment strategist at CIO Group, outlines portfolio positioning amid energy shocks and the AI tech boom. Greg Ip, WSJ chief economics commentator, discusses how AI is changing macro indicators and concentrating gains. They talk two potential Fed rate hikes, Iran-related inflation risks ahead of a high-stakes China meeting, and where markets may rally or crack under concentrated AI-driven gains.
