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November 17, 2025

Macro Matters – AI, job losses, rate cuts & affordability

Rich Excell, CFA, CMT, Blaine Reed, CFA, AFM, and Tony Zhang, Ph.D., CFA

Tony Zhang, Blaine Reed and Rich Excell are back to discuss the macro that matters for the markets.  The latest narratives driving markets are the usual – AI and rates – and the new – job losses and affordability.   Can Fed rate cuts help job losses from AI? Have a listen to find out