Morgan Stanley's Weaver on AI, Tariffs, Yield

The video discusses key themes in AI for 2024 and 2025, focusing on AI enablers and agents. It explores the volatility in quantum computing stocks and the potential of AI agents for complex tasks. The impact of tariffs on market sentiment and risk management is analyzed, highlighting differences in gradual versus sudden tariff implementations. The video also examines market yields, the strengthening dollar, and their effects on earnings, emphasizing the sensitivity of equity markets to yield changes.

In what ways can AI agents perform more complex tasks compared to traditional chatbots?

What potential effects could a strengthening dollar have on the upcoming earnings season?