May 5, 2026 · 19 min · 16 segments
Inflation, interest rates, AI, tariffs, the dollar… Most people treat them as separate stories but actually, they’re not. Former Council of Economics Chair Jason Furman explains how these forces are…
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Jason, what are the three takeaways you'd like to leave the audience with? [bell chimes]
The first is that the economy is just very complicated, and you're not ever sure what's gonna happen, and anyone who does tell you with any certainty is downplaying that risk.
[bell chimes] The second, in some ways, goes against the first, is that the economy is very resilient, and you can throw enormous things at it, and it can continue forward.
[bell chimes] And then the last is that going forward, what we do on the innovation side, what we do on productivity dwarfs every other cyclical risk, financial, et cetera, issue that we might talk about.
Jason, what are the three takeaways you'd like to leave the audience with? [bell chimes]
The first is that the economy is just very complicated, and you're not ever sure what's gonna happen, and anyone who does tell you with any certainty is downplaying that risk.
[bell chimes] The second, in some ways, goes against the first, is that the economy is very resilient, and you can throw enormous things at it, and it can continue forward.
[bell chimes] And then the last is that going forward, what we do on the innovation side, what we do on productivity dwarfs every other cyclical risk, financial, et cetera, issue that we might talk about.
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3 of 9
Where Inflation Really Came From
First, he rewrites the inflation story.
Backing Warsh, With a Warning
On the new Fed leader, caveats apply.
QE Critique Meets Market Reality
Now, the tough part: executing change.
+6 more clips · 7 min 44 sec of audio in all
7 of 21
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