Why Most Economic Forecasts Are Just Clickbait — Famed Economist (Philipp Carlsson-Szlezak) Explains скачать в хорошем качестве

Why Most Economic Forecasts Are Just Clickbait — Famed Economist (Philipp Carlsson-Szlezak) Explains

Today’s guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk. https://amzn.to/4mdjJL2 In today’s episode, Philipp starts by sharing his framework to assess macroeconomic risk, emphasizing the importance of adapting to changing global conditions. Then he applies that framework to the world today and shares his view on tariffs and changing trade relations, the impact of AI on labor and the deflationary effects of technology. He also covers global currencies, including the dollar and gold, and if he believes we are headed for a recession. To see links or read the transcript of the episode, visit us at: https://www.themebfabershow.com/episo... (0:00) Starts (1:07) Rejecting the master model mentality (3:34) The allure of doom (8:08) Historical recession risk frameworks (14:00) Public debt, balance sheets, and global tariff impacts (19:41) Sentiment indicators (24:41) Wealth distribution in different regions (28:44) AI's impact on labor (33:05) De-dollarization (40:02) Most memorable investment ---- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. https://go.ycharts.com/meb-faber ---- Listen and subscribe on the platform of your choice: Apple: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/6gEEIpE... Follow Meb: X: https://x.com/MebFaber LinkedIn:   / mebanefaber   Website: http://mebfaber.com/ To learn more about our products and follow us, subscribe to our mailing list: https://theideafarm.us1.list-manage.c... Follow The Idea Farm: Subscribe (FREE!): www.theideafarm.com X: https://x.com/TheIdeaFarm LinkedIn:   / theideafarm-co   TikTok:   / mebfabershow   Instagram:   / reels   Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).