In this episode of Bubble Trouble, hosts Richard Kramer and Will Page return with guest Dror Poleg, an expert in real estate and economic history. They discuss the volatility expected in 2025, reflections on the work-from-home trend, and the dynamic interplay between geopolitics and everyday life. With insights into real estate bubbles, economic predictions, and the evolving nature of productivity, Dror offers a deep dive into how technological advancements shape our physical and economic world. The conversation also covers topics such as the challenges in the housing market, defense spending, AI investment, and the impact of geopolitical shifts. This episode is packed with thought-provoking discussions and forecasts for the near future.
00:00
00:00 Introduction
00:52 Part One
01:00 Guest Introduction
03:34 Real Estate Market Insights
06:15 Challenges in Urban Development
11:46 Rethinking Productivity and Inequality
19:38 Future of Work and Education
24:06 The Flaw of GDP and Productivity
24:23 Discussing the Book: Mismatch Between Economy and World
26:31 Part Two
26:49 Encouraging Success and Taxing It
28:47 Innovation and Public Investment Funds
33:33 US Government and Defense Spending
43:28 AI and the Future of Compute
46:48 Closing Thoughts and Upcoming Book
49:54 Credits
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