Justin Wolfers

Justin Wolfers, a Professor of Public Policy and Economics at the University of Michigan, dives into the economic currents shaping our future. He examines AI's complex relationship with employment, stressing that quick AI adoption could lead to job losses, while slow integration might offer workers new skills. Wolfers critiques U.S. tariffs as subtle inflation drivers with long-term costs. He also forecasts a need for coherent AI policy and considers how governance models like those in Canada and Australia could inspire better practices, fostering optimism amid uncertainty.

Justin Wolfers, a public policy and economics professor, discusses how Trump's Greenland threats impact U.S. markets and highlights the looming geopolitical risks tied to tariffs. He shares insights on how markets price low-probability disasters and the broader economic consequences of potential conflict. Rohan Goswami, a business reporter, explains Netflix's surprising stock drop despite strong earnings and delves into the competitive bidding war for Warner Bros. Discovery, revealing the strategic moves and challenges ahead for streaming giants.

Justin Wolfers, University of Michigan economist studying macro risks; Katie Martin, Financial Times markets columnist focused on bonds and flows. They unpack odd market reactions to the Iran war, why bond moves signal inflation fears, how markets act as forward-looking news aggregators, scenarios from mild oil blips to severe supply shocks, and the wider fiscal and political risks that could reshape investor behavior.

Join Justin Wolfers, a professor of public policy and economics at the University of Michigan, as he dives into the U.S. government's bold move to acquire a 10% stake in Intel. They explore the unsettling implications of government intervention in the private sector and the potential effects on corporate innovation. The discussion also unpacks Jerome Powell's Jackson Hole speech, hinting at possible interest rate cuts while facing internal divisions. Lastly, they analyze the staggering success of OnlyFans, spotlighting its role in addressing loneliness in the digital age.

In this engaging discussion, Liz Hoffman, a seasoned financial journalist from Semafor, and Justin Wolfers, an economics professor from the University of Michigan, dissect the DOJ's investigation into Fed Chair Jerome Powell. They argue that the probe is not only punitive but poses a significant threat to the Fed's independence. The duo reflects on how this political maneuvering could lead to inflation risks and challenges within market dynamics. They also delve into Powell's legacy and potential successors, revealing how the situation could reshape fiscal policy in the U.S.

Justin Wolfers, a University of Michigan economist, joins Paul Kedrosky, SK Ventures investor and tech analyst, for a sharp look at a shaky economy. They dig into jobs data, Iran-related market risks, and why the next 24 hours matter. Then the focus shifts to OpenAI and Anthropic finances, the AI IPO race, market disruption, and what OpenAI’s TBPN deal signals for the future of media.

Justin Wolfers, University of Michigan economist, breaks down why the ceasefire is hard to trust, what the defense budget could mean for household costs, and why oil markets are bracing for disruption. Rich Greenfield, LightShed media and tech analyst, digs into Netflix’s stock drop, growth fears, and Disney’s leadership test. It also touches on the growing backlash around AI and inequality.

Justin Wolfers, a University of Michigan economist, joins Alex Heath, a tech reporter covering Silicon Valley and AI. They dig into the market rally on disputed Iran talks, war-driven volatility, and why political headlines can scramble investor thinking. Then the focus shifts to OpenAI’s enterprise pivot, its coding stumble, ad ambitions, and unusual fundraising signals.

Justin Wolfers, a public policy and economics professor at the University of Michigan, discusses the economic fallout from Trump’s policies. He critiques the GOP tax bill and examines the economic toll of ICE raids. Wolfers explains why tariff-driven inflation could harm the economy more than standard inflation, and he highlights the intricate links between taxation, entrepreneurship, and immigration. The conversation also touches on the complexities of trade wars and their impact on wages and prices.

Justin Wolfers, a Professor of Economics at the University of Michigan, dissects Trump's proposed $2,000 tariff dividend, revealing its misleading nature and the misconception surrounding who pays tariffs. He argues it’s economically illogical, critiquing the lack of White House analysis. Alex Heath, a technology journalist, shifts the focus to the competitive dynamics between OpenAI and Anthropic, discussing their differing business strategies. With rising investor concerns over AI spending, Anthropic's cautious approach could position it as a future leader over its more aggressive rival.