Third Point founder Daniel Loeb says AI and geopolitics now matter more to investors than traditional indicators such as inflation, interest rates and unemployment.
Speaking on the Invest Like The Best podcast, Loeb said AI’s impact on infrastructure spending, society and the economy now matters more to investors than traditional macro indicators.
Loeb Says Investors Should Look Beyond Traditional Economic Data
The hedge fund manager said geopolitics is driving oil markets, while AI is reshaping infrastructure spending, economic activity and the broader economy.
‘You Have To Be A Tech Person Today,’ Says Loeb
