Speakerguest

Dambisa Moyo

@DambisaMoyo / appears on tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn

calls0traced speaker calls

avg P&L0.0%per call

win rate0%resolved calls

total P&L0.0%expert engine

Verified record

—pending

win rate—0W · 0L

resolved1settled on TRACE

scored calls1published & scoreable

XYXYZ100LONG

Speaker record

[82:54]longXYZ100tbpn

AI productivity gains accrue first to concentrated US mega-cap tech, lifting the Nasdaq-100 above global peers.

I mean, PwC thinks growth— it could add about $16 trillion worth of GDP by 2030. That's 4 years away. So that's really collective story. I mean, my concern would be that it's quite skewed. I think this is very much a U.S. story. You can't bet against the United States. I think the changes and rollout of this new era are quite choppy in places like China. I mean, there's some elements of it that are quite interesting, but China does have a lot of debt drag.

+4.45%by 2030

Agent-readable speaker

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