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Home > Worldwide Exchange > AI shockwaves, market rotation, and rising geopolitical risk 2/4/26
Podcast: Worldwide Exchange
Episode:

AI shockwaves, market rotation, and rising geopolitical risk 2/4/26
Category: Business
Duration: 00:42:19
Publish Date: 2026-02-04 11:48:10
Description:

Markets absorb an AI-driven selloff in software as Steve Pagliuca of Bain Capital argues the disruption will ultimately retool the global economy. Plus, panel insights on AI productivity, market rotation, gold’s surge amid geopolitical tensions, industrial policy, Fed leadership, crypto volatility, and where investors see opportunity next.


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