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BCG Chief Economist: Artificial Intelligence Will Displace Labor | Philipp Carlsson-Szlezak on Economic False Alarms and Solar Flare Black Swans

BCG Chief Economist: Artificial Intelligence Will Displace Labor | Philipp Carlsson-Szlezak on Economic False Alarms and Solar Flare Black Swans

FromForward Guidance


BCG Chief Economist: Artificial Intelligence Will Displace Labor | Philipp Carlsson-Szlezak on Economic False Alarms and Solar Flare Black Swans

FromForward Guidance

ratings:
Length:
79 minutes
Released:
Jul 2, 2024
Format:
Podcast episode

Description

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.

Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_

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Timestamps:
(00:00) Introduction
(00:46) Economic False Alarms Over Past 5 Years
(05:44) The False Recession Signal of 2022
(19:36) VanEck Ad
(20:17) What Is The Cause Of So Much Economic Pessimism?
(26:26) Are Sovereign Debt Levels A Threat To Economy?
(39:56) Permissionless III Ad
(40:54) AI And Labor Productivity
(54:04) How To Prepare For Actual Material Economic Threats
(01:00:52) What Are The False Signals Of 2024?
(01:06:25) Geopolitical Risks
(01:13:10) U.S. / China Tensions
(01:17:22) Black Swan: Solar Flare
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Released:
Jul 2, 2024
Format:
Podcast episode

Titles in the series (100)

The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Jack Farley interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.