Are We Heading for a Recession?
Lost Debate6 Aug 2025

Are We Heading for a Recession?

Ravi is joined by hedge fund founder Spencer Hakimian for a deep dive into the state of the U.S. economy under Trump. They begin with the firing of the head of the Bureau of Labor Statistics, a move that raises urgent questions about data integrity and the politicization of economic institutions. From there, they discuss Fed Chair Jerome Powell’s likely exit and what Trump’s next appointment could mean for the future of the Fed. Finally, Ravi and Spencer assess the growing risk of stagflation and share how they’re personally thinking about everything from gold and short-term bonds to international stocks and AI-fueled equities in this uncertain environment. -- Leave us a voicemail with your thoughts on the show! 201-305-0084⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Ravi at @RaviMGupta Notes from this episode are also available on Substack: https://thelostdebate.substack.com/ Follow The Branch at @thebranchmedia Listen to more episodes of Lost Debate on Apple: https://podcasts.apple.com/us/podcast/the-lost-debate/id1591300785 Listen to more episodes of Lost Debate on Spotify: https://open.spotify.com/show/7xR9pch9DrQDiZfGB5oF0F

Episoder(422)

Things Are Really Bad

Things Are Really Bad

Ravi welcomes back Tangle News founder Isaac Saul to discuss his viral essay, “Things Are Really Bad Right Now,” and why he believes recent actions should trouble Americans across the spectrum. They d...

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Everything I Know About Health & Fitness

Everything I Know About Health & Fitness

Ravi Gupta shares the health and fitness lessons he’s learned from running Squadra, his training program for professionals. He emphasizes simplicity and breaks down what truly works—lifting heavy, spr...

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Why I’ve Changed How I Invest

Why I’ve Changed How I Invest

Ravi Gupta asks: What if the greatest risk in markets today isn’t missing out on AI—but believing it can never crash? In this solo deep dive, he unpacks why today’s trillion-dollar bets on artificial ...

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Why AI Kisses Your Ass

Why AI Kisses Your Ass

Ravi Gupta sits down with The Atlantic’s Matteo Wong to dig into why AI chatbots act like digital yes-men—and the risks that come with it. They explore how reinforcement learning fuels this sycophancy...

1 Okt 202539min

Why America’s Kids Are Anxious

Why America’s Kids Are Anxious

Ravi Gupta welcomes back Lenore Skenazy, author of Free-Range Kids and president of Let Grow, to explore how fear-driven parenting and digital distraction are reshaping childhood. From the 1980s milk-...

24 Sep 202547min

A War on the First Amendment

A War on the First Amendment

Ravi dissects the assassination of Charlie Kirk and what it reveals about America’s escalating era of political violence. He examines the FBI’s failures, the right’s contradictions on free speech, and...

17 Sep 202543min

Is AI Overhyped? With Cal Newport

Is AI Overhyped? With Cal Newport

Ravi sits down with bestselling author Cal Newport to unpack the hype and reality of artificial intelligence. They explore how AI may actually be hurting productivity by diminishing our ability to foc...

10 Sep 202558min

A British Revolution

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Ravi sits down with Doug Lemov and former UK Schools Minister Nick Gibb to discuss Nick’s new book, Reforming Lessons: Why English Schools Have Improved Since 2010 and How This Was Achieved, and explo...

27 Aug 20251h

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