Tariffs, Immigration & AI Adoption W/ Dr. Onsel Gulbiten | Tao Of Chao 31 The Tao Of Chao podcast

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

28d ago 56:32

Content provided by Philip Chao. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Philip Chao or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

👓 Learn more about our HOST
Philip Chao
Website: https://philipchao.us
Follow Philip on LinkedIn
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.

Chapters

1. Economic Landscape Overview (00:00:00)

2. Impact of Tariff and Immigration Policies (00:02:54)

3. Inflation Dynamics and Price Adjustments (00:05:59)

4. K-Shaped Economic Recovery (00:08:57)

5. Tariffs as a Source of Revenue (00:11:55)

6. Global Defense Spending and Economic Implications (00:14:55)

7. Interest Rates and Aging Population (00:18:03)

8. Retirement and Social Security Dynamics (00:21:04)

9. Understanding Labor Dynamics and Inflation Targeting (00:31:32)

10. The Impact of Asset Inflation on Economic Policy (00:35:53)

11. Navigating Economic Growth and AI's Role (00:40:14)

12. The Complexities of Immigration and Labor Demand (00:43:49)

13. Future Economic Outlook: Stagflation Concerns (00:49:07)

34 episodes