Understanding Debt Dynamics in an Inflationary Landscape

This chapter explores the consequences of owning debt compared to holding debt-free assets, particularly in light of potential government actions on currency and inflation. The discussion includes the dynamics of sovereign debt crises and offers insights on capital allocation amid global economic challenges.

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"What happens when GDP breaks?"

In Part 2 of our AI series, we move beyond theory — and into the economic quake that's already rumbling beneath our feet.

This isn't about the future of work. It's about what happens when work… just isn't needed anymore.

We unpack the uncomfortable questions most people aren't asking — and why AI is set to break the very foundations of our economic system.

Here's what we explore:

When capital no longer needs labour — how does labour get capital?
The ripple effects of AI-driven deflation
What a post-labour economy could look like (and what that means for you)
The moment when GDP, as we know it, stops making sense

If you've been looking for an explanation of AI & the future of the economy, this is it.

This isn't doom and gloom. But it is a wake-up call.

Because once the disruption starts… it won't wait for you to catch up.

See you on the inside,

IMPORTANT: The Investor Lab is for educational purposes only and does not constitute financial advice. Always do your own research and seek independent professional advice before making any investment or financial decisions.

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RELATED EPISODES:

Part 1: A 101 on how fast AI is developing
The Housing Supercycle Episode
Investing in the 3 likely asset classes to thrive -

RESEARCH & READING:

MIT News: AI Economics Overview
CISAC: Creative Industries Study
PwC: Global Impact Study
Amundi: Economic Analysis
UNCTAD: Future Outlook

ADDITIONAL RESEARCH:

IMF Blog: AI Will Transform the Global Economy
Artificial Intelligence and Its Potential Effects on the Economy and the Federal Budget - US Congressional Budget Office
Stanford HAI AI Index Report 2025 - U.S. private AI investment reached $109.1B in 2024:
Goldman Sachs: Generative AI could raise global GDP by 7% -
Economic Potential of AI - McKinsey
Future of Jobs Report - World Economic Forum

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RESOURCES TO HELP YOU ACT:

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Got a question or some feedback? We're all ears!

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