What's The Right Way To Think About AI: Late 1990s Industrial Buildout, Or Another Existential "Nuclear Arms Race" Against China?

By Eric Peters, CIO of One River Asset Management

Headed to DC to meet all sorts of folks, ask some questions. Like what if running the economy hot, boosting productivity through an aggressive AI buildout, pushing oil prices lower, sustaining moderate inflation, and subduing interest rates through financial repression doesn’t work out as planned?

What’s the fallback at that point? And how do you make the economy boom with the existing immigration policies?