Goldman's Jan Hatzius on the Lessons Learned in 2020
Odd Lots28 Dec 2020

Goldman's Jan Hatzius on the Lessons Learned in 2020

2020 has been an absolutely extraordinary year for the economy. In March, we saw the fastest economic contraction in history with an extraordinary surge in unemployment. Now, as the year closes out, we've had a housing boom, an extraordinary rise in financial assets, and unemployment has fallen much faster than most people expected. We spoke about this with Jan Hatzius, the chief economist at Goldman Sachs. We talked about the lessons learned, inflation, the outlook for 2021, his sectoral balances framework for analyzing the economy, and MMT.

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Goldman CIO Marco Argenti on the Warp-Speed Improvements in AI

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When we last spoke to Marco Argenti, chief information officer at Goldman Sachs, we were talking about how the bank was deploying AI, including the development of its own internal tools. But that was ...

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Anthropic, the Pentagon, and the Future of Autonomous Weapons

Anthropic, the Pentagon, and the Future of Autonomous Weapons

The last big story right before the war in Iran started was the collapse in the relationship between the Pentagon and Anthropic, with the latter objecting to any potential use of its models in either ...

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Now There's a Helium Shortage and It Affects More Than Balloons

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Ripple effects from the war in Iran and the closure of the Strait of Hormuz continue to widen. There's yet another brewing shortage, this time in helium. While most people associate helium with balloo...

27 Mars 50min

This Is How Big Money Is Trading the War in Iran

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Markets are often said to be "headline-driven," but that cliché has rarely felt more true than it does right now. A single tweet or Truth Social post can send prices sharply higher or lower, and inves...

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The Petrochemicals Shock That's Already Rippling Through Plastics

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Everyone knows by now that war in Iran is curbing the flow of oil around the world. But oil isn't just a gasoline and jet fuel story, of course. It's also a crucial feedstock for a bunch of petrochemi...

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David Shor and Byrne Hobart on the Politics of a White-Collar Wipeout

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Nobody knows when or if AI will lead to mass displacement of white-collar work. But the anxiety is clearly here now, and there's very little evidence that our politicians are taking it seriously. Of c...

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What the Iran War Means for Dubai's Luxury Boom

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Introducing: Leaders with Francine Lacqua

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