The Tao of Chao Podcast

Tariffs, Immigration & AI Adoption w/ Dr. Onsel Gulbiten | Tao of Chao 31


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Are tariffs, immigration shifts, and AI adoption quietly reshaping the U.S. economy?

In this episode of the Tao of Chao podcast, Philip Chao welcomes Dr. Onsel Gulbiten, global macro strategist, for a deep discussion on the forces driving growth and inflation.

They explore:

  • How tariffs and immigration policies are reshaping U.S. growth potential
  • Why the economy may be settling into a new stasis of slower expansion
  • The accelerating role of AI in productivity and labor substitution
  • The Federal Reserve’s evolving framework 
  • Whether we are headed toward stagflation, or something close to it

Tune in for an expert perspective on the “new normal” of slower growth, higher costs, and shifting global dynamics.

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Philip Chao
Website: https://philipchao.us
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DISCLOSURE: Views expressed in the Tao of Chao podcasts are individual opinions and they do not represent the employers of each guest or the firm with which each guest is associated. Our podcasts are for educational and informational purposes only and should not be deemed or viewed as investment advice or recommendations. Please consult your personal financial advisor, investment expert, or investment fiduciary before taking any actions about your plan and investments.

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The Tao of Chao PodcastBy Philip Chao