Kevin Warsh (incoming Fed chair) just called AI the most disruptive force in modern economic history.

Not "one of" — THE most.

This isn't some VC hype. This is the guy who'll be setting US monetary policy acknowledging we're in uncharted territory.

If the Fed sees AI as economy-breaking disruption, they're pricing in:

• Productivity shocks

• Labor displacement

• Capital reallocation at scale

Translation: Macro is about to get wild. Position accordingly.