Monetary Policy Uncertainty and Technology’s Role in Growth

Stefano Puntoni, Wharton Marketing Professor and Co-Director of Wharton Human AI Research, explores the latest developments in artificial intelligence, including massive vertical integration deals, high-profile copyright settlements, and new frontiers in synthetic data that are transforming how businesses understand consumers. Hosted on Acast. See acast.com/privacy for more information.

Jeremy Siegel, Professor Emeritus of Finance at the Wharton School and Senior Economist at WisdomTree, discusses the Federal Reserve’s latest rate cuts, divisions within monetary policy, inflation and employment trends, and how artificial intelligence is shaping long-term economic growth and market performance. Hosted on Acast. See acast.com/privacy for more information.

Cait Lamberton, Wharton School Vice Dean and Professor of Marketing, explains how businesses can balance enthusiasm for new technologies, such as AI, with historical lessons, market fundamentals, and strategic analysis to identify sustainable innovation and avoid costly missteps. Hosted on Acast. See acast.com/privacy for more information.

Kent Smetters, Faculty Director of the Penn Wharton Budget Model and Professor of Business Economics and Public Policy at the Wharton School, explores the potential impacts of artificial intelligence on productivity, GDP, and federal debt, offering data-driven insights that challenge assumptions about AI as a fiscal solution. Hosted on Acast. See acast.com/privacy for more information.

Herbert Hovenkamp, Wharton Professor of Legal Studies and Business Ethics, discusses the recent antitrust decision requiring Google to share its search index data, exploring how this ruling may impact market competition, consumer behavior, and the evolving role of artificial intelligence in shaping the future of online search. Hosted on Acast. See acast.com/privacy for more information.

Burcu Esmer, Senior Lecturer in Finance and Academic Director of the Harris Family Alternative Investments Program at the Wharton School, explores the policy, regulatory, and investor considerations surrounding the White House’s proposal to introduce private equity and other alternative assets into 401(k) retirement portfolios. Hosted on Acast. See acast.com/privacy for more information.

Joseph Gyourko, Wharton Professor of Real Estate, Finance, and Business Economics and Public Policy, explores 50 years of housing market data, highlighting how local regulation, slowing construction, and regional demand shifts are reshaping affordability across the U.S., particularly in high-growth Sunbelt cities. Hosted on Acast. See acast.com/privacy for more information.

Patrick Harker, former Philadelphia Federal Reserve President, and current Rowan Distinguished Professor at the Wharton School, shares his perspective on interest rates, inflation risks, labor force dynamics, and the critical role of maintaining Fed independence in shaping the U.S. economy. Hosted on Acast. See acast.com/privacy for more information.

Stefano Puntoni, Wharton Marketing Professor and Co-Director of the Wharton Human AI Research Program, explores the evolving strategies behind monetizing AI platforms, the implications of sponsored chatbots for consumer trust, and the critical role of energy efficiency in ensuring AI’s sustainable future. Hosted on Acast. See acast.com/privacy for more information.

Jeremy Siegel, Wharton Emeritus Professor of Finance and WisdomTree Chief Economist, shares his perspective on the Federal Reserve’s policy direction, the potential for rate cuts, the impact of tariffs, labor market dynamics, and the critical importance of central bank independence. Hosted on Acast. See acast.com/privacy for more information.