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

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Manage episode 426774533 series 3300108
内容由Blockworks提供。所有播客内容(包括剧集、图形和播客描述)均由 Blockworks 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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_

__

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

__

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.

  continue reading

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Artwork
icon分享
 
Manage episode 426774533 series 3300108
内容由Blockworks提供。所有播客内容(包括剧集、图形和播客描述)均由 Blockworks 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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_

__

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

__

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.

  continue reading

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