In October 2024, economist Paul Kedrosky told Ed Zitron that AI capital expenditure had become so enormous it was distorting the entire global economy—not just tech stocks, but Treasury yields,…
Paul Kedrosky — Podcast Appearances & AI Summaries
Paul Kedrosky has appeared on 3 podcast episodes in our AI-summarized catalog, including Better Offline, Animal Spirits Podcast. Every appearance below has a free 5-minute AI summary.
Episode appearances
3 
The Best Bear Case on AI (EP. 478) Michael and Ben open with a striking claim: the current bull market may be one of the greatest of all time. The S&P 500 has delivered 15.7% annual returns in the…
The Data Center Economy: AI's Hidden Economic Footprint When economist Paul Kedrosky started looking for AI in the economic data, he found it in a surprising place: not in productivity statistics,…
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