15. Why the Fed Paused & The AI Shakeup That Rocked Markets

This week on Rubber Meets The Road Economics, investor Hunter Craig sits down with Professor Edwin Burton of the University of Virginia to discuss:

Why the Fed Paused Rate Hikes – The real reason behind the Fed’s decision to hold steady and why Treasury Bill yields tell us everything we need to know.

Treasury Bill Arbitrage Explained – A risk-free trade that could generate billions, if only the Fed allowed it.

AI’s Market Disruption – How three Chinese developers just upended the tech industry, and why DeepSeek might make Silicon Valley nervous.

The U.S.’s AI Spending Problem – Did American tech giants waste billions? A closer look at AI costs, market hype, and what’s next.

What To Watch Next – The yield on one- and three-month U.S. Treasury bills and what they signal for the economy.

A Must-Listen For:

* Investors tracking Fed policy and economic trends

* Tech enthusiasts curious about AI’s financial implications

* Anyone who wants a clearer understanding of economic forces shaping our world

Tune in now! 

Edwin T. Burton is a Professor of Economics at the University of Virginia. He specializes in Finance and his “Theory of Financial Markets” and “Behavioral Finance” classes are among the most popular ones in the Economics Department.

Disclaimer:

The information provided in this podcast is for educational and informational purposes only. It is not intended as financial advice and should not be relied upon as such. Always consult with a qualified financial professional before making investment decisions.