Part 13/13:
Throughout the discussion, Leeman advocates cautious optimism. While technological innovation and flexible markets provide pathways for recovery and growth, risks remain—particularly from unresolved trade tensions, inflationary pressures, and geopolitical conflicts like the war in Ukraine.
He highlights that the markets are currently in a state of exuberance, fueled by expectations of future returns from AI investments, but warns that this may not be sustainable unless widespread productivity gains materialize and the benefits are more evenly distributed.
In essence, both experts agree that patience, vigilance, and realistic assessments are vital. As markets evolve and policy landscapes shift, staying informed and adaptable will be crucial for navigating the uncertain waters ahead.