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Are Markets Pricing in the Wrong Economic Story? episode artwork

EPISODE · Feb 17, 2026 · 38 MIN

Are Markets Pricing in the Wrong Economic Story?

from The Financial Exchange Show · host The Financial Exchange Network

Mike Armstrong and Marc Fandetti examine whether artificial intelligence will meaningfully change long-term economic growth — or simply reshuffle industries and jobs. They also discuss falling Treasury yields, Fed rate-cut expectations, rising inflation pressures from AI-related shortages, and what those forces could mean for consumers, housing, and markets.

What this episode covers

Mike Armstrong and Marc Fandetti examine whether artificial intelligence will meaningfully change long-term economic growth — or simply reshuffle industries and jobs. They also discuss falling Treasury yields, Fed rate-cut expectations, rising inflation pressures from AI-related shortages, and what those forces could mean for consumers, housing, and markets.

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Are Markets Pricing in the Wrong Economic Story?

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Frequently Asked Questions

How long is this episode of The Financial Exchange Show?

This episode is 38 minutes long.

When was this The Financial Exchange Show episode published?

This episode was published on February 17, 2026.

What is this episode about?

Mike Armstrong and Marc Fandetti examine whether artificial intelligence will meaningfully change long-term economic growth — or simply reshuffle industries and jobs. They also discuss falling Treasury yields, Fed rate-cut expectations, rising...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this The Financial Exchange Show episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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