The Old Normal: Macro Shocks Amid War, AI, and Economic Rivalries

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Recorded07 Apr 2026

Publisherblm5757040378.libsyn.com ↗

Handlerec:17736915

Show notes

Daleep and Marc talk about macro shocks stemming from the Iran war, how U.S. budget deficits will influence policy rates and the economy, and the relationship between monetary and fiscal authorities in a new age of economic competition. The discussion also covers: The impact of tariffs and AI on the labor market Monetary policy challenges when navigating an energy shock The future of the U.S.-China trade relationship

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