Beyond Consensus: Thoughts from the Dismal Roundtable
by AllianceBernstein
AI, K-Shapes and the S&P: Assessing the US Investment Landscape
About this podcast
Beyond Consensus: Thoughts from the Dismal Roundtable, is a podcast where we'll go beyond the headlines and inside the numbers, digging into the macro and market issues investors are asking us about. We're not aiming for consensus, but rather a better understanding of the forces shaping our world. And we'll try to tackle the topics of the day with insight, a plucky spirit and a touch of humor. Because while we take these topics seriously, we'll try not to take ourselves too seriously—as the name implies. Whether you're a capital-markets veteran or just looking to understand the macro and market forces shaping the landscape, this is your space for discovery, join us!
Episodes
- AI, K-Shapes and the S&P: Assessing the US Investment Landscape · 32 minIn this episode of "Beyond Consensus: Thoughts from the Dismal Roundtable," market strategist Rick Brink, Institutional Solutions Co-Heads Inigo Fraser Jenkins and Alla…
- AI vs. Demographics: Implications for Jobs and the Meaning of Work · 47 minExplore AI's impact on productivity and labor markets with Rick Brink and Inigo Fraser Jenkins. The US could benefit more than others, given its industrial composition, and AI's…
- The US Exceptionalism Mall Map: "You Are Here" · 44 minIn this episode we offer a cyclical and strategic take on the US exceptionalism debate. Join Rick Brink, Eric Winograd, Alla Harmsworth and Inigo Fraser-Jenkins as they assess…
- The End of US Exceptionalism? · 51 minTariffs. Retaliatory tariffs. Tariff pauses. In the wake of the tempest of April 2025, global investors are asking: Is the US still exceptional? We'll explore this topic on…







