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Dan Krausz of Blue Door Asset Management joins Monetary Matters to argue that the global economy is currently driven by two dominant macro factors: aggressive fiscal policy and Artificial Intelligence. He breaks down the concept of a "three-speed economy," explaining how 6% fiscal deficits create a "liquidity waterfall" that funds the government first while leaving housing and small businesses in a silent recession. Dan posits the contrarian view that the Federal Reserve may actually need an AI productivity boom to manage long-term inflation and debt, making the potential "AI bubble" a necessary economic tool rather than a threat. Finally, he outlines his three critical rules for positioning in this environment, explaining why investors must "avoid the middle" and why the opportunity is shifting from AI infrastructure to implementation. Recorded on November 18, 2025.
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By Jack Farley
4.9
132132 ratings
This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm
Dan Krausz of Blue Door Asset Management joins Monetary Matters to argue that the global economy is currently driven by two dominant macro factors: aggressive fiscal policy and Artificial Intelligence. He breaks down the concept of a "three-speed economy," explaining how 6% fiscal deficits create a "liquidity waterfall" that funds the government first while leaving housing and small businesses in a silent recession. Dan posits the contrarian view that the Federal Reserve may actually need an AI productivity boom to manage long-term inflation and debt, making the potential "AI bubble" a necessary economic tool rather than a threat. Finally, he outlines his three critical rules for positioning in this environment, explaining why investors must "avoid the middle" and why the opportunity is shifting from AI infrastructure to implementation. Recorded on November 18, 2025.
Follow Jack Farley on Twitter https://x.com/JackFarley96
Follow Monetary Matters on:
Apple Podcast https://rb.gy/s5qfyh
Spotify https://rb.gy/x56dx5
YouTube https://rb.gy/dpwxez
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