The Fiscal Age meets the AI Revolution
In our latest Shard Capital podcast, host Neil Williams chats with Ernst Knacke, our Head of Investment Research.
The duo delve into the recent release of their Quarterly Insights report, discussing key secular trends that will shape our socio-economic future. They explore the impact of the ‘Fiscal Age‘, where fiscal policy takes center stage in solving economic challenges, and the ‘AI Revolution‘ poised to drive unprecedented productivity gains.
Listen in on the conversation below 👇🏼
Recorded on the 13th of January 2025
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