Daleep (Dalip) Singh

speaker

102 appearances 1 recordings 1 series first heard Jul 2026 last heard 7 Jul

Daleep (Dalip) Singh’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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The Outthinking Investor with Daleep Singh · Warsh's Opening Act: Inside the Fed's Regime Shift with James Bullard · 7 Jul 2026 podcast

That's what the theory says, but it's not yet what the data show.

Not while we're deep in the AI capex build-out, in which supply constraints are hitting, skilled labor constraints, water constraints, power constraints.

And you can see in the inflation readings that we're seeing very significant price increases in categories like software and accessories.

So I wanna ask you, do you think the textbook claim that the AI productivity boom

Could be missing the microeconomics of how this could play out.

Frontier chips are being provided by essentially one company.

Fair enough.

I guess that's why we have a task force for it.

Yeah.

Okay, let me get you out of here with the question I ask every guest, which is what's a consensus belief in your world?

And you get to define your world however you'd like, macro, monetary policy, the Fed itself, that you think is just flat wrong.

And maybe give me one that you think would get you funny looks in the room, just to spice it up.

So, Jim, that is an optimistic way for us to end.

I think many would follow up by asking whether you would expect a disruptive transition before we get to long-term job growth from AI.

But let's end the episode on that positive note.

And thanks again for joining.

Let's keep the dialogue going.

Great, thank you.

Really enjoyed it.

Okay, so that'll do it for this episode.

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