Ghosts in the Machine: Markets, AI, and the Future of Work
In this Halloween week edition of Lagniappe, Greg and Doug discuss market momentum following the Fed’s latest rate cut, a thaw in U.S.–China trade tensions, and standout corporate earnings. They explore how AI-driven productivity is reshaping the labor market, from tech layoffs to rising demand for skilled trades, and close with reflections on political undercurrents and industry innovation cycles.
Key Takeaways
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[00:17] - Rate cuts and market growth
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[04:41] - Productivity gains and labor market shifts due to AI advancements.
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[08:39] - How economic disparities fuel political changes
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[12:01] - The K-shaped economy and corporate earnings
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[14:40] - The innovator’s dilemma for large companies
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The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.
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