Joey Politano on the AI Investment Boom and Trends in Economic Growth

Joey Politano 谈人工智能投资热潮和经济增长趋势

Macro Musings with David Beckworth

教育

2024-12-16

54 分钟
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Joey Politano is an economist and a commentator who writes a popular Substack newsletter on economics. Joey is also a returning guest to Macro Musings, and he rejoins David to talk about the AI investment boom and broader economic growth trends. Specifically, David and Joey also discuss generational differences in economic perspectives, the increased demand for nuclear energy, the importance of AI in driving scientific research, and much more.   Transcript for this week’s episode.   Joey’s X: @JosephPolitano Joey’s Bluesky: @josephpolitano.bsky.social Joey’s Substack   David Beckworth’s Twitter: @DavidBeckworth Follow us on Twitter: @Macro_Musings   Check out our new AI chatbot: the Macro Musebot! Join the new Macro Musings Discord server!   Join the Macro Musings mailing list! Check out our Macro Musings merch!   Related Links:   *The AI Investment Boom* by Joey Politano   Timestamps:   (00:00:00) – Intro   (00:03:09) – The Competition Between X and Bluesky   (00:10:55) – The Generational Differences in Economic Perspectives   (00:16:23) – Breaking Down the AI Investment Boom   (00:23:55) – Have We Left Behind the World of Secular Stagnation?   (00:27:47) – Did ChatGPT Kickstart the Next Chapter of Growth?   (00:34:35) – AI and Increased Demand for Nuclear Energy   (00:39:45) – The Importance of AI in Driving Scientific Research and Growth   (00:44:34) – The Current State of Economic Growth   (00:53:40) – Outro
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  • Welcome to Macro Musings, where each week we pull back the curtain and take a closer look at the most important macroeconomic issues of the past, present and future.

  • I am your host, David Beckwourth, a senior research fellow at the Merketis center at George Mason University.

  • And I'm glad you decided to join us.

  • Our guest today is Joey Politano.

  • Joy is an economist and a commentator who writes a popular substack newsletter on economics.

  • Joy joins us today to talk about the AI investment boom, broader economic growth trends and potential tariffs.

  • Joy, welcome back to the program.

  • Thanks for having me back.

  • It's always a pleasure, David.

  • Well, last time you were here we were talking about your business, your newsletter.

  • You're very entrepreneurial.

  • You're living the American dream of sorts.

  • Tell us about that.

  • How's it going?

  • Yeah, so I am fully self employed.

  • For people who don't know I write the newsletter.

  • The newsletter is my basically entire source of income and it's all from people who pay for whatever paywall pieces I put in the newsletter.

  • We just passed two years of that being my full time job, which is kind of crazy to think about.

  • I remember when I started this, it's very funny.

  • I started it as like, oh, I'm going to write these things and then someone will see it and then hire me for like an RA position.