EJ Antoni and Michael Faulkender | 06-06-26

About this episode

Larry Kudlow and his guests discuss the strength of the American economy and the impact of AI on productivity and inflation.

Larry Kudlow and his guests analyze the current strength of the American economy, focusing on the idea that robust job growth and business expansion are fundamentally disinflationary rather than a catalyst for rising prices. The discussion centers on a rejection of the traditional Phillips curve, with the experts arguing that increased productivity—driven by artificial intelligence—allows the economy to grow without triggering interest rate hikes from the Federal Reserve. A significant portion of the conversation is dedicated to the strategic importance of AI and data centers, which the speakers view as essential tools for national security and local fiscal health. Learn more about your ad choices. Visit megaphone.fm/adchoices

People in this episode

Host: Larry Kudlow

Guests: EJ Antoni, Michael Faulkender

Topics covered

• American economy
• job growth
• business expansion
• disinflation
• artificial intelligence
• national security
• fiscal health

Keywords

• American economy
• job growth
• disinflation
• artificial intelligence
• Federal Reserve
• data centers
• national security

Mentioned in this episode

Organizations: Federal Reserve, artificial intelligence, data centers

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