[KBS] 경제쇼 [KBS] 경제쇼

9/30(목) - [핫이슈, 더 깊게] ‘AI속도조절론' 비웃는 ‘핵개발' 평행이론?

Sep 30, 2026 · 49m

Topics discussed

Intro: US bond yields and AI competition KOSPI and KOSDAQ market performance analysis Trump's announcement on Korea's US investment National Pension Fund sustainability and returns Survey on AI talent gap in Korea Explainer: AGI vs AI Agents and risks Interview: Why US long-term bond yields are rising Fed forward guidance and market reaction to rate hikes Comparison with 2022 rate hike cycle and stock impact US inflation trends and Fed policy shift analysis Impact of high interest rates on AI industry AI speed control debate and Cold War analogy Historical parallels: Nuclear arms race and AI development Future AI competition: Physical AI and space analogy Korea's semiconductor position and investment outlook
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