AI-driven job loss forces rates to zero
The guest argued that rapid AI-driven job displacement in transportation and manufacturing will create a deflationary shock, forcing central banks to cut interest rates to zero and potentially introduce universal basic income.
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The story so far
CONTESTED · 310 MENTIONS · 186 EPISODES · 46 SHOWS
4 JUL 2025 — 17 AUG 2026 · YESTERDAY
64 SUPPORT · 9 CHALLENGE · 1 REPEAT · 236 MENTIONED
- THE MEB FABER SHOW
- 92 EPISODES NOT SHOWN
- MONETARY MATTERS WITH JACK FARLEY · 2 MENTIONS
- Energy as the ultimate AI bottleneck
- AI-driven job loss forces rates to zero · THIS IDEA
52 EPISODES BETWEEN · 81 MENTIONS · 34 NOT KEPT
- 34 EPISODES NOT SHOWN
- THE POMP PODCAST · 2 MENTIONS
- BIGGERPOCKETS REAL ESTATE PODCAST · 3 MENTIONS
- EXCESS RETURNS · 4 MENTIONS
- FORWARD GUIDANCE · 6 MENTIONS
- THE TWENTY MINUTE VC · 3 MENTIONS
- ANIMAL SPIRITS
- REAL VISION DAILY BRIEFING
- THE MEB FABER SHOW
- AFFORD ANYTHING
- REAL VISION DAILY BRIEFING · 2 MENTIONS
- THE TWENTY MINUTE VC
- THE REAL ESTATE GUYS RADIO SHOW
- BIGGERPOCKETS REAL ESTATE PODCAST
- THE ALPHA EXCHANGE · 2 MENTIONS
- THE KNOWLEDGE PROJECT
- FORWARD GUIDANCE
- EXCESS RETURNS · 2 MENTIONS
- THE TWENTY MINUTE VC
- A16Z PODCAST · 2 MENTIONS
- THE POMP PODCAST
- VALUE INVESTING WITH LEGENDS
- ODD LOTS · 2 MENTIONS
- ON THE MARGIN
- A16Z PODCAST · 2 MENTIONS
- THE TWENTY MINUTE VC · 2 MENTIONS
- BANKLESS · 2 MENTIONS
- THE MEB FABER SHOW
- ODD LOTS
- THE KNOWLEDGE PROJECT · 4 MENTIONS
- A16Z PODCAST
- THE KNOWLEDGE PROJECT
- WSJ WHAT'S NEWS
- PROF G MARKETS
- A16Z PODCAST
- MASTERS IN BUSINESS
- THE TWENTY MINUTE VC
- A16Z PODCAST · 3 MENTIONS
- THE TWENTY MINUTE VC
- THE KNOWLEDGE PROJECT
- A16Z PODCAST · 2 MENTIONS
- ANIMAL SPIRITS
- YET ANOTHER VALUE PODCAST
- MONETARY MATTERS WITH JACK FARLEY
- ON THE MARGIN
- THE TWENTY MINUTE VC
- A16Z PODCAST
- BIGGERPOCKETS REAL ESTATE PODCAST
- BLOOMBERG SURVEILLANCE
- THOUGHTFUL MONEY · 2 MENTIONS
- A16Z PODCAST · 2 MENTIONS
- A16Z PODCAST
- WHAT BITCOIN DID
- WSJ WHAT'S NEWS
- THOUGHTFUL MONEY · 2 MENTIONS
- THE POMP PODCAST
- THE TWENTY MINUTE VC · 4 MENTIONS
- WHAT BITCOIN DID
- A16Z PODCAST · 2 MENTIONS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD