Subscribe to the new Macro Musings YouTube Channel!
Jesús Fernández-Villaverde is a professor of economics at the University of Pennsylvania. Jesús returns to the show to discuss his rise on X, how to frame global demographic decline, the three accelerants of demographic decline, the role of housing in family size, how AI will play a role in global demographics, what we know about AGI, the question of dollar dominance, and much more.
Check out the transcript for this week's episode, now with links.
Recorded on February 20th, 2026
Subscribe to David's Substack: Macroeconomic Policy Nexus
Follow David Beckworth on X: @DavidBeckworth
Follow Jesús Fernández-Villaverde on X: @JesusFerna7026
Follow the show on X: @Macro_Musings
Check out our Macro Musings merch!
Timestamps
00:00:00 - Intro
00:07:22 - Demographics
00:39:28 - Artificial Intelligence
00:54:07 - Currency Dominance
01:03:20 - Outro
