AI shockwaves, market rotation, and rising geopolitical risk 2/4/26

AI shockwaves, market rotation, and rising geopolitical risk 2/4/26

  • Af
  • Episode
    • 1287
  • Published
    • 4. feb. 2026
  • Forlag
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Episode
1287 of 1329
Længde
44M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

Markets absorb an AI-driven selloff in software as Steve Pagliuca of Bain Capital argues the disruption will ultimately retool the global economy. Plus, panel insights on AI productivity, market rotation, gold’s surge amid geopolitical tensions, industrial policy, Fed leadership, crypto volatility, and where investors see opportunity next.

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