AI job disruption forces dovish Fed policy
The speaker argued that AI-driven job replacement will create a persistent threat to the Fed's maximum employment mandate, essentially forcing the Fed to implement dovish monetary policy regardless of political appearances.
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The story so far
REVIVED · 39 MENTIONS · 38 EPISODES · 22 SHOWS
13 NOV 2025 — 17 AUG 2026 · YESTERDAY
8 SUPPORT · 2 CHALLENGE · 1 UPDATE · 2 REPEAT · 26 MENTIONED
- THE ACQUIRERS PODCAST
5 EPISODES BETWEEN · 5 MENTIONS
- THE MEMO BY HOWARD MARKS
- THE TIM FERRISS SHOW
- MACROVOICES
- THE MEB FABER SHOW
- MACRO MUSINGS WITH DAVID BECKWORTH
- MACROVOICES
- AI job disruption forces dovish Fed policy · THIS IDEA
25 EPISODES BETWEEN · 26 MENTIONS
- CAPITAL ALLOCATORS
- ANIMAL SPIRITS
- THE COMPOUND AND FRIENDS
- ANIMAL SPIRITS
- ANIMAL SPIRITS · 2 MENTIONS
- REAL VISION DAILY BRIEFING
- WHAT BITCOIN DID
- MONETARY MATTERS WITH JACK FARLEY
- REAL VISION DAILY BRIEFING
- REAL VISION DAILY BRIEFING
- WHAT BITCOIN DID
- THE COMPOUND AND FRIENDS
- ANIMAL SPIRITS
- THE TWENTY MINUTE VC
- ANIMAL SPIRITS
- ANIMAL SPIRITS
- EXCESS RETURNS
- REAL VISION DAILY BRIEFING
- ANIMAL SPIRITS
- THE DERIVATIVE
- WHAT BITCOIN DID
- A16Z PODCAST
- A16Z PODCAST
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- PROF G MARKETS
- THOUGHTFUL MONEY
- ON THE MARGIN
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- MOTLEY FOOL MONEY
- THE TWENTY MINUTE VC
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD