Financing The AI Boom: Masters in Business
Wednesday, Oct 21, 2026

Financing The AI Boom: Masters in Business


Financing The AI Boom: Masters in Business


Barry speaks with Bob Michele, CIO and Head of Global Fixed Income, Currency, and Commodities at JPMorgan. They discuss Bob's unconventional start at the University of Pennsylvania, the differences between the science of bonds and the art of equities, and whether the US is heading toward a recession.

Chapters:
00:01:17 - Education and Early Career
00:15:00 - Understanding the Global Business Enviroment
00:27:35 - Understanding the Fed
00:33:38 - Current Global Rate and Credit Environments
01:02:04 - Barry's Lightening Round Questions
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