60: The Economy, AI & Productivity w/ Veneta Dimitrova, Senior US Economist at Ned Davis Research

This week, Philip Palumbo sits down with Veneta Dimitrova, Senior US Economist at Ned Davis Research, to break down the forces shaping today’s economic landscape.Veneta shares her outlook on the U.S. economy, including GDP growth expectations, the role of fiscal and private-sector stimulus, and how capital investment and productivity trends are reshaping long-term growth. The conversation dives into the evolving labor market, the impact of demographics and immigration, and the role AI will play in driving productivity gains—while also introducing new risks to employment and income stability.From inflation and labor dynamics to policy changes and market implications, this episode explores how structural and cyclical forces are intersecting in today’s economy—and what it all means for investors going forward.Whether you’re an investor, business owner, or simply trying to understand where the economy is headed, this episode offers a clear framework for navigating the current cycle.Connect with Veneta:LinkedIn: Veneta Dimitrova