Will it make America great again?

Well, I thought America was pretty great before Donald Trump came in.

The more dramatic impact is going to be AI.

The question is, will those people find jobs, or will we end up with higher unemployment?

And my guess is that in jurisdictions like the United States, you will find another job.

It will still be jobs? The question is, will you get the same pay?

And probably not, but in some areas you'll bid up.

And ultimately, the rewards will be shared across across society but there will be winners and losers

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Before we begin today's conversation, remember to keep two things in mind.

All the discussion we'll have about investment performance is about the past,

and past performance does not guarantee or even infer anything about future performance.

Also understand that there's a significant risk of financial loss with all investment strategies,

and you need to request and understand the specific risks from the investment manager about their product

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Here's your host, veteran hedge fund manager, Niels Kostrup Larson. Welcome and welcome back to another conversation in our series of episodes that focuses on markets and investing from a global macro perspective.

This is a series that I not only find incredibly interesting, as well as intellectually challenging,

but also very important given where we are in the global economy and the geopolitical cycle.

We want to dig deep into the minds of some of the most prominent experts to help us better

understand what this new global macro-driven world may look like.

...