The Real Eisman Playbook//Torsten Slok
AI Dominates Economy and Markets with Torsten Slok | The Real Eisman Playbook Ep 68
Torsten Slok argues the U.S. economy is being propped up by an unusually large AI capex boom, reindustrialization, and tax-cut-driven consumer support, but that the benefits are unevenly distributed in a K-shaped economy. He also says the Fed is unlikely to cut, AI spending is becoming more capital intensive, and markets are increasingly concentrated in AI across equities, credit, and venture capital.
