Latest / Felix Nikolas Prehn's Podcast
Why AI Billions Are Not Lifting Real Growth
We connect a worrying divergence between falling productivity and falling consumer confidence to the biggest AI spending boom on record, and we explain why that threatens the stock market’s most crowded trades. We also lay out why central banks are buying gold in size, how a gold-linked BRICS settlement “unit” could shift global money flows, and what a 1940s-style debt playbook would mean for everyday purchasing power.
• Bank of America’s productivity and confidence chart breaking down together
• $1.5 trillion spent on AI with little economy-wide productivity gain
• AI leaders calling to slow…
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