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Ep. 371: Paul Krake on AI's Post-Cyclical World, 10% Unemployment Risks, and the End of Friction
Paul Krake is an investor, strategist, and independent researcher with three decades across macroeconomics, policy, and capital markets. In 2011, he founded the research platform View from the Peak after macro roles at Corus Capital, Caxton Associates, Moore Capital, Goldman Sachs, and Macquarie Bank. In this podcast, we discuss:
The "Post-Cyclical" Economy
The Reduction of Economic Friction
Margins vs. Labour Share
The Path to 10% Unemployment
The "Lucas Tree" Multiple Problem
Golden Age of Equity Investing
The "55-Year-Old Man" Advantage
Advice for Graduates: Atoms vs. Bits
The skinny
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