Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

Mapping the Terrain w/ Dror Poleg

Jan 20, 2025

Dror Poleg, an expert in real estate and economic history, shares intriguing insights on the future of work and the challenges in urban development. He discusses the impact of technological advancements on productivity and inequality, emphasizing a cultural shift towards valuing skilled trades. The conversation delves into geopolitical influences on the real estate market and the necessity for the wealthy to contribute more through taxation. Dror also reflects on modern warfare, AI innovation, and the evolving dynamics of energy production and defense.

50:21

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Episode guests

Dror Poleg

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Episode notes

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Quick takeaways

The podcast highlights the expected economic volatility in 2025, emphasizing the intricate relationship between geopolitical tensions and their impact on markets and daily life.

Dror Poleg discusses the challenges facing the office real estate market, particularly the disconnect between current tenant needs and available urban developments post-pandemic.

A critical examination of traditional productivity metrics reveals the necessity to focus on consumer access and livability to better reflect true economic well-being.

Deep dives

Navigating a Volatile Economic Landscape

The discussion delves into the anticipated volatility of the economic landscape in 2025, emphasizing the importance of understanding the impact of geopolitical tensions on markets and daily life. The return of Dror Poleg highlights his experience in economic history and real estate, focusing on how technology reshapes urban environments amidst these changes. The conversation touches on insights from past episodes regarding the influence of remote work on real estate dynamics, suggesting a persistent shift in urban living trends. There's a sense of urgency to adapt to these evolving circumstances, marked by the need to reassess housing markets and urban planning.

Intro

2min

Navigating the Intersection of Technology, Geopolitics, and Economic History

2min

Urban Dynamics and Economic Challenges

23min

Exploring Success and Public Responsibility

3min

The Wealth Gap and Public Good

6min

Geopolitics and Defense in a Changing World

15min

The Challenges and Rewards of Writing

3min

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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