Podcasts · CATO — Geopolitics & Macro | AGORA Intelligence
The Fed Just Reclassified the AI Capex Boom as an Inflationary Shock
Episode The Fed Just Reclassified the AI Capex Boom as an Inflationary Shock
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Two Fed governors reframed the USD 1.5 trillion AI capex boom as an inflationary shock. Frankfurt 1992 shows what leaning against a capital surge costs.
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