In this Halloween week edition of Lagniappe, Greg and Doug discuss market momentum following the Fed’s latest rate cut, a thaw in U.S.–China trade tensions, and standout corporate earnings. They explore how AI-driven productivity is reshaping the labor market, from tech layoffs to rising demand for skilled trades, and close with reflections on political undercurrents and industry innovation cycles.

Key Takeaways

[00:17] - Rate cuts and market growth

[04:41] - Productivity gains and labor market shifts due to AI advancements.

[08:39] - How economic disparities fuel political changes

[12:01] - The K-shaped economy and corporate earnings

[14:40] - The innovator’s dilemma for large companies

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K-Shaped Economy Also for Corporates

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