Dan Krausz

Dan Krausz, an investment manager at Blue Door Asset Management, dives into the intersection of fiscal policy and AI's impact on the economy. He challenges conventional wisdom, suggesting that rising profits amid weakening employment can be positive for the stock market. Krausz explains the concept of a 'three-speed economy,' where 6% fiscal deficits create a liquidity waterfall, prioritizing government over small businesses and housing. He shares three critical investment rules, emphasizing the shift from AI infrastructure to practical implementation.