You Think You're Diversified. AI Disagrees. | Prof G Markets

Описание: This week on Prof G Markets, Ed Elson and Scott Galloway are joined by Torsten Slok to break down what he makes of the conflict with Iran and how it could impact the global economy. He also explains how AI could shape inflation, discusses the role wealth inequality is playing in the U.S. economy, and shares the risks he sees as most pressing for markets right now.

Torsten Slok is Partner and Chief Economist at Apollo. Previously, Torsten worked for 15 years on the sell-side, where his team was top-ranked by Institutional Investor in fixed income and equities for ten years. He also worked at the OECD in Paris in the Money and Finance Division, and the Structural Policy Analysis Division. Before joining the OECD, Torsten was with the IMF in the division responsible for writing the World Economic Outlook.

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Timestamps:
00:00 Today's number
00:16 Today's episode
04:48 Interview with Torsten Slok
04:59 What do you make of what's happening in Iran, how it's affecting commodities prices and why it matters?
07:34 Could we have a double whammy of a problem of both rising prices and also a shaky labor market?
10:02 Why isn’t it good to have a premature conversation?
13:10 Can you talk about how much our allies are being strained in Asia and what impact that might have globally?
15:29 Is America still going to be in the best position of all of these nations?
17:11 Ad break
18:31 What are the impacts of AI on inflation?
22:50 What’s your reaction to those two pieces of pushback?
26:36 Was the market's reaction to the Citrini research article a major overreaction?
30:07 How confident are you that this won’t trigger major labor market instability?
33:15 Is there a scenario where things go right?
36:08 Has private credit been oversold, and is the sector now overcrowded?
38:46 Ad break
40:18 How has wealth inequality shaped the U.S. economy and your market outlook?
43:26 How do you reckon with the fact that most of the time, a tailwind is ultimately a tailwind for rich people?
45:59 What is at the top of your list in terms of gravity and concern when you look at the risks to the U.S. economy?
48:28 What themes matter most for people starting their wealth journey?
52:38 Break
52:47 Conclusion
56:13 Credits

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