Why The AI Bubble Doesn’t Matter

Why The AI Bubble Doesn’t Matter

From Politicology by Politicology

April 30, 2026 · 45 min · Season 2 · Episode 575

About this episode

Ron Steslow discusses the implications of the AI boom and America's national debt with Izabella Kaminska.

Ron Steslow continues his discussion with Izabella Kaminska to unpack one of the biggest assumptions behind the AI boom: that it will generate enough growth to justify the enormous capital being poured into it. Also, how much does America’s enormous national debt really matter? And, what’s really going on with gold and the new efforts—by China and private corporations—to remonetize it? Learn more about your ad choices. Visit megaphone.fm/adchoices

People in this episode

Host: Ron Steslow

Guest: Izabella Kaminska

Topics covered

  • AI boom
  • national debt
  • gold remonetization
  • economic growth
  • capital investment

Keywords

  • AI bubble
  • national debt
  • gold
  • China
  • economic growth
  • capital investment

Mentioned in this episode

Organizations: China

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