About this episode
Harvard economist and former Obama CEA Chair Jason Furman joins Jim to unpack the risks hiding beneath a strong economy — from a potential Strait of Hormuz oil shock, to whether AI valuations are a bubble (and if so, dot-com or housing-crash style), to why private credit could be the market's biggest blind spot. Plus: the 6%-of-GDP deficit, the "Goldilocks" pace of AI growth, and Furman's #1 worry for the economy.
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