About this episode

Alan Dunne and Matt Klein discuss the implications of AI on interest rates and the economy.

Alan Dunne is joined by Matt Klein to discuss whether the excitement around AI is getting ahead of the economic reality. Matt explains why the parallels with the 1990s productivity boom may be misleading and why stronger productivity could actually push interest rates higher rather than lower. They explore the surge in AI investment, what rising bond yields really tell us about the economy, and whether US debt levels are as worrying as they appear. The conversation also turns to China’s enormous trade surplus, growing global imbalances, the prospect of European tariffs, currency intervention and what Kevin Warsh’s new Fed task forces could mean for monetary policy. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following to Your Portfolio ” here . Learn more about the Trend Barometer here . Send your questions to&nbsp…

People in this episode

Host: Alan Dunne

Guest: Matt Klein

Topics covered

• AI and interest rates
• economic reality
• productivity boom
• bond yields
• US debt levels
• global imbalances
• monetary policy

Keywords

• AI
• interest rates
• productivity
• bond yields
• US debt
• China trade surplus
• monetary policy

Mentioned in this episode

Organizations: China, Kevin Warsh, Federal Reserve, Top Traders Unplugged

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