How 'A.I. Economics' will impact almost everything

About this episode

The episode discusses the revolutionary impacts of AI on economics and investing, featuring insights from economist Benjamin Shiller and investment analysts.

While much of the focus on artificial intelligence has been on how it will improve productivity, economist Benjamin Shiller , author of "AI Economics: How Technology Transforms Jobs, Markets, Life and Our Culture," says that many impacts that are just starting to be seen will be at least as revolutionary. Shiller says, for example, tha expects an end or near end to pop-up ads and Internet advertising, expects books to be free and much more. He also discusses the continuing challenges of AI integration and whether investors have seen the true financial winners yet. After a week in which Nvidia and Intel powered the stock market back to near record levels, Vijay Marolia , the chief investment officer at Regal Point Capital , discusses why the rally in one of those stocks feels temporary while the other can roll on. He also compares and contrasts those stocks with Apple and Netflix, suggests that investors should slice technology stocks into thin industry groups to get a better understanding of valuations and talk about his expectations for inflation, all in "The Week That Is." Plus, Kyle Guske, investment analyst at New Constructs , puts a mid-cap fund that is off to a hot start…

People in this episode

Host: Chuck Jaffe

Guests: Benjamin Shiller, Vijay Marolia, Kyle Guske

Topics covered

• artificial intelligence
• economics
• investing
• technology stocks
• market analysis

Keywords

• AI Economics
• artificial intelligence
• investing
• technology stocks
• market trends
• Nvidia
• Intel
• inflation
• mid-cap fund

Mentioned in this episode

Organizations: Regal Point Capital, New Constructs

Books & works: AI Economics: How Technology Transforms Jobs, Markets, Life and Our Culture

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