Fiscal Reality And Financial Repression The Jacob Shapiro podcast

2M ago 1:02:24

Jacob Shapiro에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Jacob Shapiro 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Jacob Shapiro sits down with Luke Gromen for a wide-ranging discussion about AI’s disruption, the U.S. fiscal outlook, and global power dynamics. Jacob noted that AI is rapidly commoditizing data and could upend white-collar industries, but he and Luke agreed that intuition and discerning quality data points remain critical. They dug into Europe’s strategic weaknesses, the U.S.-China rivalry, and vulnerabilities in supply chains like rare earths. On the U.S. fiscal front, Luke argued that the government must financially repress bondholders, with stablecoins potentially becoming a tool for yield curve control. They closed with a look at Bitcoin’s growing role as a “neutral reserve asset.”

Timestamps:

(00:00) - Introduction

(01:17) - The Impact of AI on Research and Content Creation

(05:18) - Economic Predictions and Intuitive Analysis

(11:38) - Concerns About AI and Future Job Markets

(16:45) - Geopolitical Surprises and Strategic Incompetence

(23:14) - US-China Relations and Rare Earth Vulnerabilities

(30:14) - Fiscal and Monetary Health of the United States

(27:00) - US-China Relations Again

(31:09) - Restructuring Debt and Inflation Concerns

(32:17) - Housing Market and Inflation Dynamics

(33:45) - Economic Policies and Market Reactions

(38:57) - Stable Coins and US Fiscal Strategy

(50:30) - Bitcoin as a Reserve Asset

(01:00:18) - Investment Advice and Final Thoughts

Jacob Shapiro Site: jacobshapiro.com

Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416

Jacob Twitter: x.com/JacobShap

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The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com

Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.

This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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