This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
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AI Disruption, Inflation, and Energy - Eddy Gifford- #6165
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Content provided by Kerry Lutz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kerry Lutz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Kerry Lutz and Eddy Gifford engaged in a detailed discussion about the current economic landscape, focusing on job statistics, inflation concerns, and the impact of upcoming elections. Gifford expressed skepticism about the reliability of job reports, warning that inflation remains a pressing issue despite claims of its decline, and highlighted external factors like global conflicts that could worsen the situation. Lutz drew parallels between the current advancements in AI and the transformative effects of the Internet in the 90s, suggesting that while AI could enhance productivity and create jobs, it also poses challenges related to trust and resistance to change. They also addressed the capacity challenges faced by Dominion Energy in Northern Virginia due to rising energy demands from data centers and cryptocurrency mining, noting that utilities are becoming attractive investments amid economic uncertainty. Gifford pointed out the evolving dynamics of the energy market and mentioned gold and Bitcoin as potential safe havens during market fluctuations, underscoring the complexities of traditional investment strategies in this context. Find Eddy here: tactivewealth.com Find Kerry here: FSN and here: Inflation.Cafe
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1830 episoade
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Manage episode 445584949 series 1401217
Content provided by Kerry Lutz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kerry Lutz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Kerry Lutz and Eddy Gifford engaged in a detailed discussion about the current economic landscape, focusing on job statistics, inflation concerns, and the impact of upcoming elections. Gifford expressed skepticism about the reliability of job reports, warning that inflation remains a pressing issue despite claims of its decline, and highlighted external factors like global conflicts that could worsen the situation. Lutz drew parallels between the current advancements in AI and the transformative effects of the Internet in the 90s, suggesting that while AI could enhance productivity and create jobs, it also poses challenges related to trust and resistance to change. They also addressed the capacity challenges faced by Dominion Energy in Northern Virginia due to rising energy demands from data centers and cryptocurrency mining, noting that utilities are becoming attractive investments amid economic uncertainty. Gifford pointed out the evolving dynamics of the energy market and mentioned gold and Bitcoin as potential safe havens during market fluctuations, underscoring the complexities of traditional investment strategies in this context. Find Eddy here: tactivewealth.com Find Kerry here: FSN and here: Inflation.Cafe
…
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