Harvard economist and former Obama CEA Chair Jason Furman joins Jim to unpack the risks hiding beneath a strong economy—from a potential Strait of Hormuz oil shock, to whether AI…
Harvard economist and former Obama CEA Chair Jason Furman joins Jim to unpack the risks hiding beneath a strong economy—from a potential Strait of Hormuz oil shock, to whether AI valuations are a bubble (and if so, dot-com or housing-crash style), to why private credit could be the market's biggest blind spot. Plus: the 6%-of-GDP deficit, the "Goldilocks" pace of AI growth, and Furman's #1 worry for the economy.