In this conversation, Pascal Huegli and Ram Ahluwalia discuss the current macroeconomic landscape, describing it as a Goldilocks economy with constructive conditions for risk assets. They delve into the dynamics of Bitcoin as an attention and momentum asset, the implications of fiscal dominance, and the relationship between trade deficits and capital flows. Ahluwalia highlights opportunities in emerging markets, the impact of AI on productivity, and the potential risks associated with the AI bubble. He also addresses Bitcoin's current struggles and the promise of tokenization in transforming finance.

Chapters:

00:00 Intro

00:58 The Goldilocks Economy

03:09 Bitcoin: An Attention Asset

05:55 Fiscal Dominance and Government Spending

08:50 Trade Deficits and Capital Flows

11:57 Emerging Markets: Opportunities Ahead

14:42 AI and Productivity Growth

17:42 The AI Bubble: Risks and Opportunities

21:05 Bitcoin's Current Struggles

23:49 Tokenization: The Future of Finance

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