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The Money Path: Stagflation Risks, AI’s Tech Boom 2.0, and Federal Reserve Independence with Rhys Williams
On this episode of The Money Path with Todd Schoenberger, Todd sits down with Rhys Williams, Chief Strategist at Wayve Capital, to break down today’s most pressing economic and market trends. Rhys warns of potential stagflation in Q4, while analyzing the latest Fed inflation reports and economic revisions. He compares today’s AI boom to the late 1990s tech surge, offering insights into where investors should look for opportunity—and what to avoid. The conversation also dives into Federal Reserve independence, political risks, and what future administrations could mean for monetary policy.
Plus, Rhys shares why he favors defensive REITs and AI-related stocks over popular plays like gold. If you’re looking for candid, strategic insights into the markets, this is a conversation you won’t want to miss.
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