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Episode TimeStamps:
02:07 - Introduction to Philipp Carlsson
03:08 - What motivated Carlsson to write his book?
05:13 - A framework for assessing macro risk
09:00 - How do we react to doomsayings?
11:18 - Covid19 - the perfect example of a false alarm
15:15 - The new area of tightness
18:27 - It is all about labour cost
23:46 - The deflationary power of technology
26:46 - The outlook of the labour market
32:22 - Why inflation expectations will stay achored in a world of tightness
39:38 - What happens in a world with an upward bias to inflation?
43:26 - The difference between existential and tactical crises
46:56 - Carlsson's framework for assessing the risk of debt
52:04 - Carlsson's outlook for the economy going forward