AI investment risks, Fed leadership changes, and policy uncertainty shape the outlook for investors

At the 2026 MIT Sloan Investment Conference, Peter R. Fisher, former Under Secretary of the Treasury and Distinguished Senior Fellow at the MIT Golub Center for Finance and Policy, and Gary Gensler, former Chair of the Securities and Exchange Commission and Professor of the Practice at MIT Sloan, spoke about the implications of recent developments in artificial intelligence, monetary policy, and financial markets. 

Fisher and Gensler discussed how investors can navigate risks associated with the rapid growth in investment in artificial intelligence, what a leadership transition at the Federal Reserve may bring, and how heightened policy uncertainty may affect markets. In the discussion, they addressed the gap between AI spending and revenues, how policy uncertainty can affect investor expectations and capital allocation, and how traditional signals such as unemployment and long term interest rates may be providing less informative guidance in the current environment. Read the full article here.

(The GCFP does not make policy recommendations, and any opinions expressed are those of the authors and not the GCFP.)