# #88 When the rule book no longer applies Page: https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/88-when-the-rule-book-no-longer-applies Text version: https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/88-when-the-rule-book-no-longer-applies.md Podcast: [The Investment Perspective, with Ninety One](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967) Published: 2026-06-11T07:35:45+00:00 Episode link: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/88 Audio file: https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/6a290e4474e72c6295d1cbfe/media.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/88-when-the-rule-book-no-longer-applies Duration seconds: 699 ## Resource 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. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/88-when-the-rule-book-no-longer-applies/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/88-when-the-rule-book-no-longer-applies.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.