AI shockwaves, market rotation, and rising geopolitical risk 2/4/26
Morning Call

AI shockwaves, market rotation, and rising geopolitical risk 2/4/26

Feb 4, 2026
42:19
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About this episode

Markets absorb an AI-driven selloff in software as Steve Pagliuca of Bain Capital argues the disruption will ultimately retool the global economy. Plus, panel insights on AI productivity, market rotation, gold’s surge amid geopolitical tensions, industrial policy, Fed leadership, crypto volatility, and where investors see opportunity next.

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Episode Details

Author
CNBC
Show Type
full
Audio Format
audio/mpeg

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