The passing of Alan Greenspan last month and confirmation of Kevin Warsh as Federal Reserve Chairman in May bookend two booms is US productivity: the mass networking of computing power during the Greenspan Fed of the 1990s and the explosion of inferential applications of computing power today. These cycles influence central bank policy in ways often underappreciated until their aftermath. Marvin Barth of Thematic Marketsjoins the podcast this week, to look back at the lessons learned from past capex cycles and productivity booms, to apply this experience to the current moment in AI and to assess the initial steps towards institutional reform taken in the early weeks of Kevin Warsh's term.

The passing of Alan Greenspan last month and confirmation of Kevin Warsh as Federal Reserve Chairman in May bookend two booms is US productivity: the mass networking of computing power during the Greenspan Fed of the 1990s and the explosion of inferential applications of computing power today. These cycles influence central bank policy in ways often underappreciated until their aftermath. Marvin Barth of <a href="https://thematicmarkets.com/">Thematic Markets</a> joins the podcast this week, to look back at the lessons learned from past capex cycles and productivity booms, to apply this experience to the current moment in AI and to assess the initial steps towards institutional reform taken in the early weeks of Kevin Warsh's term.

Street Signals is a weekly podcast packed with insights about the latest developments in financial markets from State Street Markets. Leveraging new tools, proprietary data and deep expertise, the Markets research team delivers highly valued market analysis on a daily basis to the world’s leading institutional investors. Join Street Signals' host, Tim Graf, State Street’s Head of Macro Strategy for EMEA, as he discusses the most important matters moving markets with guests from State Street and industrywide. 

Street Signals is a weekly podcast packed with insights about the latest developments in financial markets from State Street Markets. Leveraging new tools, proprietary data and deep expertise, the Markets research team delivers highly valued market analysis on a daily basis to the world&rsquo;s leading institutional investors. Join Street Signals' host, Tim Graf, State Street&rsquo;s Head of Macro Strategy for EMEA, as he discusses the most important matters moving markets with guests from State Street and industrywide.&nbsp;

Street Signals

Street Signals is a weekly podcast packed with insights about the latest developments in financial markets from State Street Markets. Leveraging new tools, proprietary data, and deep expertise, the Markets research team delivers highly valued market analysis on a daily basis to the world’s leading institutional investors. Join Street Signals' host, Tim Graf, State Street’s Head of Macro Strategy for EMEA, as he discusses the most important matters moving markets with guests from State Street and industrywide.

Street Signals is a weekly podcast packed with insights about the latest developments in financial markets from State Street Markets. Leveraging new tools, proprietary data, and deep expertise, the Markets research team delivers highly valued market analysis on a daily basis to the world&rsquo;s leading institutional investors. Join Street Signals' host, Tim Graf, State Street&rsquo;s Head of Macro Strategy for EMEA, as he discusses the most important matters moving markets with guests from State Street and industrywide.