BNC#9 | David Shapiro: How AI quietly saved the global economy in 2022, and what markets do next
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David Shapiro has watched the market from a JSE trading floor since 1972, through every crisis from the Asian meltdown to the pandemic. At BNC#9 he makes the case that a single 2022 invention quietly kept the global economy afloat despite punishingly high interest rates, and explains why the new Fed chair's own words about inflation are more revealing than they sound. He also names the industries already fading out of relevance, and where he's looking for the next decade of returns.
