Monetary Matters with Jack Farley cover image

“Mother All Crises” | Luke Gromen on America’s Choice Between AI Dominance and Real Value of Treasury Market

Monetary Matters with Jack Farley

00:00

AI: inflationary capex then deferred deflation

Luke lays out timing: AI raises production capex inflation but creates consumer-side deflation via job losses, then fiscal response.

Play episode from 01:18:37
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