The Hidden Recession Beneath The AI Bubble w/ Paul Kedrosky
In this week’s Better Offline, Ed Zitron is joined by economist Paul Kedrosky to talk about how AI is distorting the bond markets to the point that it’s changing the price on US Treasuries, how AI data center economics don’t make sense, and the troubling signs he’s hearing out of Anthropic.
https://paulkedrosky.com/
The Nick, Dick and Paul Show: https://www.youtube.com/channel/UCFbDiETo29GTIjg6Lk4imig
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