AI disruption, energy shocks, and policy risks reshape markets 3/25/26

Markets grapple with renewed AI disruption as software stocks face pressure, and investors rethink long-term profitability. Plus, energy prices and geopolitical tensions continue to drive inflation concerns and consumer strain. And later, policy uncertainty around tariffs and affordability adds another layer of risk as investors look for clarity in an increasingly complex macro environment. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.