Deflation, not inflation, is the biggest risk to the US economy. AI and automation are driving costs down faster than policymakers can adjust, and that shift changes how growth, profits, and markets behave. But don't just take my word for it, listen to some of the best investors in the world. I recently asked many of them to weigh in on how deflation plays out from here.
0:00 Intro
0:33 Jordi Visser on the risks of deflation
4:53 Mike Novogratz on the political ramifications of deflation
7:01 Lyn Alden on how deflation affects the supply of money
9:15 Cathie Wood on why deflation could be GOOD for certain assets
Watch On YouTube: https://youtu.be/7OjpviciLYU
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