How To Trade The AI Productivity Boom | Weekly Roundup

How To Trade The AI Productivity Boom | Weekly Roundup

From Forward Guidance by Blockworks

May 29, 2026 · 50 min

About this episode

The episode discusses the potential for an AI-driven productivity boom and its implications for the economy and markets.

This week, we're back to discuss whether the economy is entering an AI driven productivity boom and what that means for markets. We deep dive into whether the Fed should actually be hiking rates, growing signs of consumer weakness, how we're thinking about positioning in this environment and more. Enjoy! -- Timestamps: (00:00) Introduction (01:22) Should The Fed Be Hiking Rates? (07:53) The AI Productivity Boom (14:28) An Update On Market Structure (18:28) The Consumer Is Struggling (36:21) How To Trade This Market -- FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Quinn – https://x.com/qthomp › Tyler – https://x.com/Tyler_Neville › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks -- Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

People in this episode

Hosts: Felix, Quinn, Tyler Neville

Topics covered

  • AI productivity boom
  • Federal Reserve
  • market structure
  • consumer weakness
  • trading strategies

Keywords

  • AI
  • productivity
  • Federal Reserve
  • consumer weakness
  • market trading

Mentioned in this episode

Organizations: Forward Guidance, Blockworks

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