How Do You Outperform the Robots? Invest in Them
Real Vision: Finance & Investing
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The Debt Service Costs Must Be Less Than GDP Growth
Debt growth has been the engine of which we've driven everything. We got to a point where debt is around in the US about 220% of GDP. Now, you can get more indebted, but I'll come into the debt side later. And it's something I've written up in great detail in macro insiders and global macro investor. But also, let's look at the productivity side. This is the only dial that I think we could actually move now. If we can't really move debt growth in any meaningful way and we can't move population growth, then productivity has to be the answer. That is the focus, I think, of where this is all going. Solving
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