Agentic AI Vs. Commodity Shock. Let The Battle Commence

Please join Dhaval Joshi, Chief Strategist of the Counterpoint service, for a Webcast on:

Thursday, April 30
10:30 AM EDT | 3:30 PM BST | 4:30 PM CEST

In this Webcast, Dhaval will explore the interplay between two of the biggest macro drivers right now: Agentic AI; and the global commodity shock.

The discussion will include:

1. Can agentic AI extend the tech capex cycle, and who are the winners and losers.
2. Can agentic AI boost productivity growth.
3. Is the oil shock inflationary, recessionary, or both.
4. How does the oil shock’s impact vary by major economy.
5. What are the investment conclusions.

If viewing in the BCA App, the live webcast can be viewed here.