Metacasts: Macro, Geopolitics, AI & Blockchain

The gap between traditional economic models and reality is widening fast — from the Fed's outdated toolkit to AI agents charting their own course. Maya and Alex examine how a convergence of monetary policy shifts, geopolitical tremors, and emergent AI behaviours is rendering the old playbook obsolete, and what that means for investors navigating uncharted territory. 0:00 - Introduction 1:00 - Federal Reserve Policy & Macroeconomic Outlook 7:24 - Technological Disruption & Corporate Strategy 12:42 - Geopolitical Risk & Commodity Markets 17:27 - AI Agent Ecosystem & Emergent Behavior 20:00 - Blockchain Security & Regulatory Landscape 22:00 - Conclusion

This Friday edition covers: AI's counterintuitive impact on employment, Microsoft's long-term AI bet, construction tech breakthroughs, the dollar's vulnerability amid geopolitical shifts, and why the macro picture is more complex than headline numbers suggest. Maya and Alex explore the structural realignment unfolding across markets, technology, and global politics.