Paul Kedrosky
speaker
1,259 appearances
4 recordings
2 series
first heard Apr 2026
last heard yesterday
Paul Kedrosky’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Sep 2026 with 1.
Appearances
The Trump tariffs because it's so consequential.
So it's having all of these incredible effects that are rippling across the entire economy.
And I'll give you one last one, which is the one of the craziest ones.
The crazy.
So you probably saw last week the Fed raised rates because US inflation remained stubbornly high in excess of three percent three percent.
Excess.
So let's break that down because you know it seems like, okay, fine, consumers must be spending
And of course, the answer is that consumers are actually more nervous than they've been in a long time and sit with relatively high levels of debt.
And so it's like, well, wait a minute, where is this inflation coming from?
So if you break it down and sort of t tear apart the pieces of this, you find out that the two largest pieces that are driving inflation in the United States over the last year are, well, you'll you'll sort of sing along with me on the chorus, is AI CapEx.
I cap that.
Which is driving energy prices higher, which is driving all sorts of uh externalities across the economy.
It's driving all sorts of services higher, construction costs, materials, all of those are being driven higher.
And then this is the sneaky one.
The other piece is obviously energy in the context of the war in Iran, um, which is the other big piece.
And you can argue, and I did last week at a at a thing I was doing in Oxford, that in a sense, that's also a
AI related.
And the reason why that's A AI related
Is the Trump administration was emboldened by its success in Venezuela, which I call the first AI war.
Pete Heggseth and others have been very straightforward in saying that that entire uh campaign was organized and administered using Anthropic, which is one of the reasons why they had a seizure when Anthropic said you can't use this for military purposes, and emboldened by their success using AI to condemn.
Showing 81–100 of 1,259 · page 5 of 63
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