About this episode

The episode discusses the impact of AI and geopolitical tensions on the economy and financial markets.

From the rapid rise of artificial intelligence to escalating geopolitical tensions, today’s market environment is being shaped by forces investors can’t afford to ignore. In this episode of Market Moment, Lee Mackey and John Martfield are joined by global market strategist Stephanie Aliaga of J.P. Morgan to break down the biggest forces shaping today’s economy and financial markets. From the rapid evolution of artificial intelligence to geopolitical tensions in the Middle East, this conversation explores how innovation, energy markets, and global uncertainty are influencing investors, businesses, and consumers in 2026. 📌 Key Topics Covered: 🎯The current state of artificial intelligence (AI) and generative AI adoption 🎯Growth of autonomous technologies like Waymo and real-world applications 🎯Risks and opportunities of AI (including hallucination rates and productivity gains) 🎯Global competition in AI: U.S. vs. China 🎯Impact of Middle East conflict on oil prices and inflation 🎯Supply chain disruptions and energy market volatility 🎯What rising gas prices mean for consumers and businesses 🎯The “K-shaped economy” and shifting consumer behavior 🎯Why entrepreneurship and…

People in this episode

Hosts: Lee Mackey, John Martfield

Guest: Stephanie Aliaga

Topics covered

• artificial intelligence
• geopolitical tensions
• market risks
• energy markets
• consumer behavior
• entrepreneurship

Keywords

• artificial intelligence
• geopolitical tensions
• Middle East conflict
• oil prices
• inflation
• supply chain disruptions
• energy market volatility
• K-shaped economy
• entrepreneurship

Mentioned in this episode

Organizations: J.P. Morgan

Places: Middle East, U.S., China

More episodes of Market Moment Podcast

• Is the U.S. Headed Towards Stagflation? · April 21, 2026 · 27 min
• How Do I Protect Against Sequence of Return Risk? · April 15, 2026 · 23 min
• What Can I Still Do For My Taxes Before April 15? · April 7, 2026 · 19 min
• How to Invest When You Have Short-Term Goals · March 24, 2026 · 29 min
• Explaining Mutual Funds, ETFs, and Direct Indexing · March 17, 2026 · 19 min
• Market Uncertainty and Interest Rates: What We’re Watching · March 10, 2026 · 20 min

Explore listener stats, chart rankings, contacts and more on the Market Moment Podcast podcast page.