- Cautions against thinking all bubbles are financial
- AI bubble not a threat to financial stability
- Research and economics call it more like a good bubble, where you're getting a ton of investment
- AI could make country more productive
- I see more technology in place of hiring as the economy slows
- The labor market is the far superior indicator of consumer spending, rather than asset prices, including the stock market
There's nothing here on the monetary policy or economic outlook as she just spoke on AI. She doesn't think the current stock market rally is a bubble and actually adds that it could still be a good bubble in the sense that it stimulates investment.
