A Federal Reserve official recently highlighted that today's economy operates on two primary engines: artificial intelligence and wealth concentration. This observation carries significant implications for understanding current market dynamics. The AI boom continues reshaping productivity and capital flows, while wealth concentration affects liquidity patterns and asset demand. These twin forces directly influence how capital rotates across different asset classes—from traditional equities to alternative investments. For market participants tracking institutional behavior and macroeconomic cycles, this dual-engine framework helps explain volatility patterns and capital allocation strategies. Understanding these economic drivers provides insight into medium-term market positioning and the broader context shaping financial conditions.