About this episode

The episode discusses the impact of AI on economies, productivity, and labour markets.

AI-related companies have helped to propel markets to record highs this year, but how much will AI reshape productivity, labour markets and economic growth? In this week’s podcast, Lukas Gehrig, Head of Quantitative Macro and Thematic Strategy, joins host Julien Lafargue, our Chief Market Strategist, to explore how much AI could penetrate people’s jobs and whether productivity gains can offset slowing demographic trends.

People in this episode

Host: Julien Lafargue

Guest: Lukas Gehrig

Topics covered

• AI
• economies
• productivity
• labour markets
• economic growth
• market trends

Keywords

• AI
• economies
• productivity
• labour markets
• economic growth
• market highs

Mentioned in this episode

Organizations: Barclays Private Bank

More episodes of Barclays Private Bank Podcasts

• Markets Weekly podcast (13 July 2026): Artificial Intelligence (AI) special · July 13, 2026
• Markets Weekly podcast (6 July 2026): Real estate special · July 6, 2026
• Markets Weekly podcast (29 June 2026): FX special · June 29, 2026
• Markets Weekly podcast (22 June 2026): UK special and where next for interest rates? · June 22, 2026
• Markets Weekly podcast (15 June 2026): Mid-Year Outlook 2026 special · June 15, 2026

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