Neil Dutta
👤 SpeakerAppearances Over Time
Podcast Appearances
Neil, it sounds like you have a bone to pick with economists trying to properly account for the impact of AI on the economy.
And you're rubbing your face, so… No, I…
Why?
Because they're looking at the wrong things?
They have no common sense?
Hold on.
All right.
So I was going to say, like, what the hell is leakage?
What do you call it?
Import leakage.
Import leakage.
Okay.
It's new to me.
Is that a thing that's been in the economist lexicon or –
So why not just look at global GDP?
Surely it must show up there.
So it's all about spending, which are driven by the labor market and of course the equity market, duh.
But if people have their job, they're going to spend their money.
Do you think that there's anything that the average investor can look at, whether it's on the economic side?
Like, I kind of feel like the traditional playbook is like not really useful here in terms of like what leading indicators used to say.