Part 7/8:
Looking ahead, Rosen expects productivity gains driven by AI to materialize, potentially leading to a broader market rotation favoring traditional stocks. “Once the productivity benefits from AI begin to bear fruit,” he said, “we could see capital moving into more stable sectors, which would support the idea that the market will diversify its growth drivers.”
He added that technological advancements, while initially viewed through a skeptical lens, are now seen as catalysts for a potential economic boost, emphasizing a more balanced and diversified financial landscape.