Mapping the Terrain w/ Dror Poleg

In this episode of Bubble Trouble, hosts Richard Kramer and Will Page return with guest Dror Poleg, an expert in real estate and economic history. They discuss the volatility expected in 2025, reflections on the work-from-home trend, and the dynamic interplay between geopolitics and everyday life. With insights into real estate bubbles, economic predictions, and the evolving nature of productivity, Dror offers a deep dive into how technological advancements shape our physical and economic world. The conversation also covers topics such as the challenges in the housing market, defense spending, AI investment, and the impact of geopolitical shifts. This episode is packed with thought-provoking discussions and forecasts for the near future.00:00 00:00 Introduction00:52 Part One01:00 Guest Introduction03:34 Real Estate Market Insights06:15 Challenges in Urban Development11:46 Rethinking Productivity and Inequality19:38 Future of Work and Education24:06 The Flaw of GDP and Productivity24:23 Discussing the Book: Mismatch Between Economy and World26:31 Part Two26:49 Encouraging Success and Taxing It28:47 Innovation and Public Investment Funds33:33 US Government and Defense Spending43:28 AI and the Future of Compute46:48 Closing Thoughts and Upcoming Book49:54 Credits Hosted on Acast. See acast.com/privacy for more information.

Om Podcasten

Bubble Trouble features conversations between economist and author Will Page and independent analyst Richard Kramer that lay out some inconvenient truths about how financial markets really work. Like the “boy who cried wolf,” financial markets have a peculiar tendency to repeat past mistakes and get themselves into “bubble trouble.” They party hard, drink too much of the Kool Aid, and wake up with a pounding hangover...only to do the same thing the next day. With tech dominating daily headlines and teenage traders driving stocks to unprecedented valuations, you might be asking “What’s really going on?” “What am I missing?” Imagine having a set of tour guides to tell you the “story behind the story” of the world’s largest tech companies, and how they bend - or break - the rules of economics. Hosted on Acast. See acast.com/privacy for more information.