EPISODE · Dec 10, 2025 · 25 MIN
Beyond the Hype: How AI Is Rewriting the Global Economy & Financial Markets
from If You Could with Matt & Taryn · host Marc Zabicki, Taryn Huget, Matt Enyedi
In this episode of If You Could, hosts Matt and Taryn dive into one of the most transformative forces shaping our world today: artificial intelligence. Joined by returning guest Marc Zabicki, LPL’s Chief Investment Officer, the conversation explores how AI is not just a tech trend but a seismic economic shift. From the explosive growth of data center spending and its impact on U.S. GDP to the looming power supply bottleneck that could stall progress, Marc breaks down the opportunities and risks driving this AI-driven economy. He covers critical themes like the trillion-dollar buildout of infrastructure, the role of private credit in financing AI expansion, and the parallels—and differences—between today’s AI surge and the dot-com boom of the late ’90s. Packed with data, perspective, and forward-looking analysis, this episode is a must-listen for anyone navigating the intersection of technology, markets, and the future of work.Follow Matt on LinkedIn here!Follow Taryn on LinkedIn here!
What this episode covers
In this episode of If You Could, hosts Matt and Taryn dive into one of the most transformative forces shaping our world today: artificial intelligence. Joined by returning guest Marc Zabicki, LPL’s Chief Investment Officer, the conversation explores how AI is not just a tech trend but a seismic economic shift. From the explosive growth of data center spending and its impact on U.S. GDP to the looming power supply bottleneck that could stall progress, Marc breaks down the opportunities and risks driving this AI-driven economy. He covers critical themes like the trillion-dollar buildout of infrastructure, the role of private credit in financing AI expansion, and the parallels—and differences—between today’s AI surge and the dot-com boom of the late ’90s. Packed with data, perspective, and forward-looking analysis, this episode is a must-listen for anyone navigating the intersection of technology, markets, and the future of work.
NOW PLAYING
Beyond the Hype: How AI Is Rewriting the Global Economy & Financial Markets
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.