# AI Boom, Middle East Conflict & Market Risks with Stephanie Aliaga Page: https://stenobird.com/podcast/market-moment-podcast-1034165/ai-boom-middle-east-conflict-market-risks-with-stephanie-aliaga Text version: https://stenobird.com/podcast/market-moment-podcast-1034165/ai-boom-middle-east-conflict-market-risks-with-stephanie-aliaga.md Podcast: [Market Moment Podcast](https://stenobird.com/podcast/market-moment-podcast-1034165) Published: 2026-04-01T20:55:23+00:00 Episode link: https://mach1marketmoment.podbean.com/e/ai-boom-middle-east-conflict-market-risks-with-stephanie-aliaga/ Audio file: https://mcdn.podbean.com/mf/web/cimcnnr7mwskuz3n/AI_Boom_Middle_East_Conflict_Market_Risks_with_Stephanie_Aliaga_audiobpu12.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/market-moment-podcast-1034165/episodes/ai-boom-middle-east-conflict-market-risks-with-stephanie-aliaga Duration seconds: 1987 ## Resource From the rapid rise of artificial intelligence to escalating geopolitical tensions, today’s market environment is being shaped by forces investors can’t afford to ignore. In this episode of Market Moment, Lee Mackey and John Martfield are joined by global market strategist Stephanie Aliaga of J.P. Morgan to break down the biggest forces shaping today’s economy and financial markets. From the rapid evolution of artificial intelligence to geopolitical tensions in the Middle East, this conversation explores how innovation, energy markets, and global uncertainty are influencing investors, businesses, and consumers in 2026. 📌 Key Topics Covered: 🎯The current state of artificial intelligence (AI) and generative AI adoption 🎯Growth of autonomous technologies like Waymo and real-world applications 🎯Risks and opportunities of AI (including hallucination rates and productivity gains) 🎯Global competition in AI: U.S. vs. China 🎯Impact of Middle East conflict on oil prices and inflation 🎯Supply chain disruptions and energy market volatility 🎯What rising gas prices mean for consumers and businesses 🎯The “K-shaped economy” and shifting consumer behavior 🎯Why entrepreneurship and younger workers may benefit from AI Understanding the intersection of AI innovation, global conflict, and economic trends is critical for navigating today’s markets. This episode provides insights into how these forces may shape growth, inflation, and investment opportunities in the months ahead. Follow Stephanie Aliaga on LinkedIn: / stephaniealiaga JP Morgan’s AI Hub resource: https://am.jpmorgan.com/us/en/asset-m... Enjoyed the episode? Don’t forget to: 👍 Like 💬 Comment what your biggest concern in today’s market? AI 🤖 or Oil prices ⛽ or Global conflict 🌍 🔔 Subscribe and join our growing online community o… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/market-moment-podcast-1034165/episodes/ai-boom-middle-east-conflict-market-risks-with-stephanie-aliaga/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/market-moment-podcast-1034165/ai-boom-middle-east-conflict-market-risks-with-stephanie-aliaga.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.