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We recently hosted our Q3 CIO call with Managing CIO Greg Jensen, where he discusses how AI and modern mercantilism are increasingly feeding each other, concentrating power and accelerating the pace of change. He then brings these threads together by showing how different markets are pricing very different futures.
00:45 It’s Accelerating Because It’s Interconnected
06:00 Artificial Intelligence
15:55 Modern Mercantilism
24:40 Reconciling Market Pricing
Recorded: October 14, 2026.
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