AI cycle: from build to adopt to automate
The guest argued the AI cycle will progress from the current build phase to faster-than-expected adoption and automation, driving broad productivity and growth.
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The Callback
US Treasury yields headed to 10%
30 weeks between these two statements.
The guest argued that a combination of fiscal and credit expansion in the US, Germany, and China, particularly directed towards AI and robotics, will drive a productive credit boom and asset price appreciation in the intermediate term, especially by 2026.
The guest argued the AI cycle will progress from the current build phase to faster-than-expected adoption and automation, driving broad productivity and growth.