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Home > The Financial Exchange Show > Are Markets Pricing in the Wrong Economic Story?
Podcast: The Financial Exchange Show
Episode:

Are Markets Pricing in the Wrong Economic Story?

Category: Business
Duration: 00:38:33
Publish Date: 2026-02-17 17:10:10
Description: Mike Armstrong and Marc Fandetti examine whether artificial intelligence will meaningfully change long-term economic growth — or simply reshuffle industries and jobs. They also discuss falling Treasury yields, Fed rate-cut expectations, rising inflation pressures from AI-related shortages, and what those forces could mean for consumers, housing, and markets.
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