Why The AI Bubble Doesn’t Matter
Apr 30, 2026•45 min•Season 2Ep. 575
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Episode description
Ron Steslow continues his discussion with Izabella Kaminska to unpack one of the biggest assumptions behind the AI boom: that it will generate enough growth to justify the enormous capital being poured into it. Also, how much does America’s enormous national debt really matter? And, what’s really going on with gold and the new efforts—by China and private corporations—to remonetize it?
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