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Ep. 371: Paul Krake on AI's Post-Cyclical World, 10% Unemployment Risks, and the End of Friction
Episode 371
Published 2 months, 2 weeks ago
Description
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