The Price of Money, AI, and Entropy with Dimitris Valatsas
In this episode, Dimitris Valatsas, Founding Partner at Aurora Macro Strategies, makes the case that you shouldn’t be sleeping on macroeconomics. In the Age of Adaptation, macroeconomics is a powerful force shaping business and investment outcomes, driving the cost of capital, the flow of money, and how sectors respond to shocks. Sanjeev Krishnan sits down with Dimitris to unpack three key macro topics: the price of money, the price of machine intelligence, and the price of entropy. They discuss why household savings rates can dictate growth, how inflation-indexed contracts can protect…
The skinny
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