Today's Top Episodes
Viewing Single Episode
AI
Arts
Business
Crypto
Finance
Health
History
Interviews
Investing
Macro
Misc
News
Politics
Product
Programming
Science
Social
Startups
Technology
VC

AI Bubble, Inflation, and the Limits of Monetary Policy | Jason Furman
Duration: 46:56:00
December 15, 2025
- The conversation explores the potential for an AI bubble, discussing whether current valuations exceed fundamental value and the role of government in regulating this rapidly evolving technology.
- Discussions highlight concerns about the affordability crisis and the perception that the social contract of previous generations is broken, leading to debates on policy solutions like price controls and industrial policy.
- The podcast delves into the complexities of inflation models and the Federal Reserve's ability to manage its inflation target amidst large structural deficits and political constraints.



