BCG Chief Economist: Artificial Intelligence Will Displace Labor | Philipp Carlsson-Szlezak on Economic False Alarms and Solar Flare Black Swans
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Show Notes
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.
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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.