About this episode

The episode discusses the macroeconomic impact of AI with insights from economist Steve Friedman.

AI is moving fast, but its macro impact is still unfolding. Julia Hermann and Michael LoGalbo are joined by Steve Friedman, Senior Macroeconomist at MacKay Shields, to explore how competing AI-led forces across productivity, labor markets, and policy may shape inflation and investment outcomes.

More episodes of Market Matters from New York Life Investment Management

• Around the world: war in Iran and the global economy (April 27, 2026) · April 27, 2026 · 42 min
• Credit and conflict: the stories moving markets · April 13, 2026 · 15 min
• Macro Pulse: macro spillovers from the Strait (April 6, 2026) · April 7, 2026 · 16 min
• Great power politics in action (March 30, 2026) · March 30, 2026 · 19 min
• Conflict in Iran: the Strait of Hormuz closure and wider economic shock (March 24, 2026) · March 23, 2026 · 16 min
• Is broader better? (March 16, 2026) · March 16, 2026 · 17 min

Explore listener stats, chart rankings, contacts and more on the Market Matters from New York Life Investment Management podcast page.