Mapping the Terrain w/ Dror Poleg

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Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

Magnificent Noise x Richard Kramer x Will Page

185 episodes

8 months ago

Bubble Trouble features conversations between economist and author Will Page and independent analyst Richard Kramer that lay out some inconvenient truths about how financial markets really work. Like the “boy who cried wolf,” financial markets have a peculiar tendency to repeat past mistakes and get themselves into “bubble trouble.” They party hard, drink too much of the Kool Aid, and wake up with a pounding hangover...only to do the same thing the next day. With tech dominating daily headlines and teenage traders driving stocks to unprecedented valuations, you might be asking “What’s really going on?” “What am I missing?” Imagine having a set of tour guides to tell you the “story behind the story” of the world’s largest tech companies, and how they bend - or break - the rules of economics.

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Mapping the Terrain w/ Dror Poleg

Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

50 minutes 21 seconds

9 months ago

Mapping the Terrain w/ Dror Poleg

In this episode of Bubble Trouble, hosts Richard Kramer and Will Page return with guest Dror Poleg, an expert in real estate and economic history. They discuss the volatility expected in 2025, reflections on the work-from-home trend, and the dynamic interplay between geopolitics and everyday life. With insights into real estate bubbles, economic predictions, and the evolving nature of productivity, Dror offers a deep dive into how technological advancements shape our physical and economic world. The conversation also covers topics such as the challenges in the housing market, defense spending, AI investment, and the impact of geopolitical shifts. This episode is packed with thought-provoking discussions and forecasts for the near future.

00:00

00:00 Introduction

00:52 Part One

01:00 Guest Introduction

03:34 Real Estate Market Insights

06:15 Challenges in Urban Development

11:46 Rethinking Productivity and Inequality

19:38 Future of Work and Education

24:06 The Flaw of GDP and Productivity

24:23 Discussing the Book: Mismatch Between Economy and World

26:31 Part Two

26:49 Encouraging Success and Taxing It

28:47 Innovation and Public Investment Funds

33:33 US Government and Defense Spending

43:28 AI and the Future of Compute

46:48 Closing Thoughts and Upcoming Book

49:54 Credits

Hosted on Acast. See acast.com/privacy for more information.