
About this episode
The episode discusses the bull and bear cases for AI and its implications for the U.S. economy and job markets.
Capital Group equity portfolio manager Chris Buchbinder and economist Jared Franz stress test the bull and bear cases for AI. They cover whether we are in an AI boom or bubble and what productivity gains could mean for the U.S. economy and job markets. This podcast is from a recent webinar. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com . If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html To stay informed, follow us LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in…
People in this episode
Host: Chris Buchbinder
Guest: Jared Franz
Topics covered
- AI
- economy
- job markets
- bull case
- bear case
- productivity gains
Keywords
- AI boom
- AI bubble
- productivity gains
- U.S. economy
- job markets
- equity portfolio
Mentioned in this episode
Organizations: Capital Group, Capital Client Group, Inc.
Places: U.S.
More episodes of Capital Ideas Podcast
- How GM's Chair and CEO is redefining what's possible at a legacy company · April 30, 2026 · 21 min
- Investing after the Iran war ends · April 23, 2026 · 26 min
- How a neuroscientist invests in biopharma · April 16, 2026 · 26 min
- Beyond AI: Investing in the physical economy · April 9, 2026 · 25 min
- Why municipal bonds can win on an after-tax basis · April 2, 2026 · 26 min
- All that glitters: What's driving up gold prices? · March 26, 2026 · 22 min
Explore listener stats, chart rankings, contacts and more on the Capital Ideas Podcast podcast page.