Joey Politano is an economist and a commentator who writes a popular Substack newsletter on economics. Joey is also a returning guest to Macro Musings, and he rejoins David to talk about the AI investment boom and broader economic growth trends. Specifically, David and Joey also discuss generational differences in economic perspectives, the increased demand for nuclear energy, the importance of AI in driving scientific research, and much more.

Transcript for this week’s episode.

Joey’s X: @JosephPolitano

Joey’s Bluesky: @josephpolitano.bsky.social

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*The AI Investment Boom* by Joey Politano

Timestamps:

(00:00:00) – Intro

(00:03:09) – The Competition Between X and Bluesky

(00:10:55) – The Generational Differences in Economic Perspectives

(00:16:23) – Breaking Down the AI Investment Boom

(00:23:55) – Have We Left Behind the World of Secular Stagnation?

(00:27:47) – Did ChatGPT Kickstart the Next Chapter of Growth?

(00:34:35) – AI and Increased Demand for Nuclear Energy

(00:39:45) – The Importance of AI in Driving Scientific Research and Growth

(00:44:34) – The Current State of Economic Growth

(00:53:40) – Outro