Video: Macro Minute: AI disruption of software is ultimately 'disinflationary,' and Jan Core CPI is within range of CPI 2018-2020, when Fed funds was 2%

Video: We realize it feels like a bear market out there because the story of 'software eating the World' (1980-2025) is now becoming one of AI eating software.  And coupled with rotations from Armies (Mag7) to Bullet makers (semis, etc) feels turbulent.  But this is all an argument that AI is creating productivity and is disinflationary.  Jan Core CPI puts inflation back to 2018-2020 levels, when Fed funds was 2%.  So, market should see this as dovish.  And finally, is Bitcoin prices impac...

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