

Edwin T. Burton
University of Virginia economics professor and monetary policy expert who provides macroeconomic analysis and commentary on markets, AI, and fiscal issues; in this episode he discusses AI impacts, currency movements, Fed behavior, and national debt.
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Feb 12, 2026 • 27min
28. AI Bubbles, the Falling Dollar, and the Fed’s Next Move
Edwin T. Burton, UVA economics professor and monetary policy expert, breaks down AI mania and market froth. He discusses why AI sparked software sell-offs, where AI actually boosts productivity, and which firms might lose ground. He also covers the falling dollar, using AI to predict Fed moves, and how soaring national debt and healthcare costs shape future rates.


