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Episode TimeStamps:
02:10 - Introduction to Jason Furman
04:28 - The state of the economy
04:42 - Is inflation stickier than we thought it would be?
06:01 - Is inflation stickier than we thought it would be?
09:40 - The outlook for inflation
12:34 - A move in the right direction?
14:34 - Is the neutral rate a useful concept?
17:35 - The risk of being too sensitive to current data
21:05 - Is the shift towards transparency actually positive?
22:28 - Is the economy too complicated to forecast?
23:44 - Is the era of ultra low rates behind us?
26:46 - Furman's thoughts on the U.S deficits
28:29 - Has the Treasury managed the situation right?
31:34 - Will the political environment change due to larger acceptance to deficits?
34:46 - Will Powell and Trump be able to communicate?
36:32 - A win for Trump = the end of the Fed?
37:57 - Is the Fed in danger?
39:24 - Will the increasing debt levels cause quantitative easing?
40:54 - Productivity - reasons to be optimistic?
43:57 - Is AI a threat to employment?
45:25 - Furman's perspective on the industrial policy
49:33 - Are we going too far in the wrong direction?
51:06 - China's influence on the global economy
54:05 - The outlook of economical growth
55:38 - Is Europe in trouble?
57:12 - Advice for other investors