Concerns about AI are not showing up in markets right now
Update: 2025-10-10
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Chuck Zodda and Mike Armstrong discuss how AI concerns from the media and public have yet to show up in markets. What other areas of the economy are concerning? Government recalls workers to produce key inflation report. Shutdown pain ripples through the US economy with no deal in sight. China's rare-earth escalation threatens trade talks. Is China using a workaround to buy Nvidia chips? Bessent's big gamble on Argentina has a narrow path to pay off.
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