Andy Kessler

In this insightful discussion, Andy Kessler, a renowned columnist and former hedge-fund manager, delves into the complexities of today's economy. He examines whether the stock market is bubble-prone, particularly in the context of AI's remarkable yet risky valuations. Kessler highlights the cautious adoption of AI in companies, attributing it to productivity concerns and supply limitations. The conversation also tackles potential candidates to succeed Jerome Powell at the Fed and the influence of foreign capital flows on market dynamics.