Ken Wattret

speaker

312 appearances 3 recordings 1 series first heard Jun 2026 last heard 11 Jul

Ken Wattret’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 — 3 in all, peaking in Jul 2026 with 2.

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energy supplies from the Gulf.

And we've seen very strong tech related exports at the beginning of the year in that region.

Now, the AI story is obviously huge for the US, and we can illustrate that in various ways.

If we go back to the beginning of 2022, for example, when economies were coming out of the

period of COVID related disruption.

AI related investment in real terms as the in the US has risen by almost fifty percent since then.

And that's over five times the growth rate in the rest of US GDP over the same period.

So it's been hugely important.

Now the worry, and economists always find something to worry about, as you probably know, is that growth becoming overly dependent on

AI related spending.

And ideally, we would like growth to be more broad based.

The narrower the base for growth, the greater the potential vulnerability to shocks.

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