Why The World Is Spending More On War
About this episode
The episode discusses the increase in global defense spending and its implications, along with insights on chip stocks and AI hiring trends.
Ed Elson is joined by Steve Feldstein to break down why countries are pouring so much money into defense and what that says about the future stability of the world. Then, Zed Francis joins the show to break down why chip stocks are selling off despite strong earnings from Samsung. Finally, Ed is joined by Ara Kharazian to dig into his paper which showed that the biggest AI spenders are actually hiring more than non-adopters. Steve Feldstein is a senior fellow at the Carnegie Endowment for International Peace. Zed Francis is the CIO & Co-Founder at Convexitas. Ara Kharazian is the Lead Economist at Ramp. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Read the Ramp paper Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
People in this episode
Host: Ed Elson
Guests: Steve Feldstein, Zed Francis, Ara Kharazian
Topics covered
- defense spending
- global stability
- chip stocks
- AI spending
- economics
Keywords
- defense
- chip stocks
- AI spending
- global economy
- stability
Mentioned in this episode
Organizations: Carnegie Endowment for International Peace, Convexitas, Ramp
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