EVENTS:   A Generational Opportunity to Invest in the Nuclear Renaissance with Ocean Wall - Ben Finegold/Ocean Wall - 28 Oct 25   Macro Tailwinds Persist — What to Use as Early Warning Indicators - Tian Yang/Variant Perception - 29 Oct 25     ROADSHOWS: L/S US Communications, Media & Software Ideas - Andrew Freedman /Hedgeye   •   London   28 - 29 Oct 25       L/S Global Technology Ideas - Felix Wang /Hedgeye   •   London   03 - 04 Nov 25       CFROI vs Economic ROI: A Clearer Picture of Company Performance? - Bryant Matthews /Omaha Insights   •   Amsterdam   04 - 05 Nov 25      

Will AI Deflate the World? Lessons from Three Industrial Revolutions and China

Forensic Alpha

Thu 13 Nov 2025 - 15:00 GMT / 10:00 EDT / 16:00 CET

Topics

• IS AI impacting most sectors in the economy at the same time?

• Will we see productivity hurt employment at a macro level while growth remains steady?

• Can ‘good deflation’ materialise? Will it be strong enough to allow monetary easing?