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thematic Members 5 min read

Why Technology Is Not Deflationary...

It was exactly 30 years ago when then-Fed Chair Alan Greenspan became convinced that the 1990s technology boom would drive inflation lower. He was wrong. Fast forward to today. Kevin Warsh has a theory. AI will turbocharge productivity and drive inflation lower. I think he's half right.

April 30, 2026 by Joe Zidle

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thematic Members Apr 20, 2026

The Companies That Treat AI as Infrastructure Win

“If the change outside your business is faster than the change inside your business, you’re going out of business. You just don’t know it yet.” – Jack Welch, 2000 Welch made that observation at the height of the first internet wave. Twenty-five years later, the same clock is running.

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thematic Members Apr 17, 2026

The Disappearing Rung

I used to manage a team of highly skilled researchers. When someone recently asked what size team I would need to rebuild that capability today, I said: none. Not a smaller team. Not a leaner one. None. Because of agentic AI. That is not creative destruction. That is creative substitution.

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thematic Free Mar 12, 2026

Longevity: Demographic Imperative Meets the AI Multiplier

The United States is undergoing a demographic transformation without historical precedent. In 2024, Americans aged 65 and older numbered 61.2 million, a 13% increase since 2020. Eleven states now have more older adults than children, up from just three in 2020.

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ZidleMSG is not a registered investment adviser, broker-dealer, or fiduciary. All content is independent macroeconomic research and commentary, published for informational purposes only. Nothing on this website constitutes investment advice, a solicitation, or a recommendation to buy, sell, or hold any security or investment product. ZidleMSG does not manage assets, execute transactions, or provide personalized investment advice. Advisory engagements are limited to macroeconomic research and commentary and do not constitute an investment advisory relationship under the Investment Advisers Act of 1940. Consult a qualified financial professional before making any investment decision. © Zidle Macro Strategy Group. All rights reserved.

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