Episode

#88 When the rule book no longer applies

Podcast: The Investment Perspective, with Ninety One
Published: Jun 11, 2026
Duration seconds: 699
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Summary

AI is reshaping the US economy in ways that confound historical precedent. Philip Saunders makes sense of a market landscape where growth is real but uneven, inflation risks are manageable but not absent, and the old playbook may no longer be enough. Hosted on Acast. See acast.com/privacy for more information.